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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 | $1,276,658 | $129,737+884.0% | $119,126+971.7% | $154,746+725.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | -12.73% | 379.08%-391.8pp | 282.11%-294.8pp | 172.34%-185.1pp |
| Employer contribution / active EE | $30,705 | $4,375+601.8% | $4,034+661.2% | $4,379+601.2% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |