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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $284,437 | $93,117+205.5% | $77,096+268.9% | $134,532+111.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -22.47% | 62.67%-85.1pp | 42.35%-64.8pp | 418.27%-440.7pp |
| Employer contribution / active EE | $4,419 | $3,420+29.2% | $2,814+57.0% | $4,741-6.8% |
| Participant deferral / active EE | $7,735 | $5,241+47.6% | $4,429+74.6% | $6,401+20.8% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |