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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 | $338,715 | $100,792+236.1% | $86,691+290.7% | $134,509+151.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -40.73% | 29.08%-69.8pp | 35.94%-76.7pp | 418.13%-458.9pp |
| Employer contribution / active EE | $24,500 | $3,491+601.9% | $2,837+763.6% | $4,741+416.8% |
| Participant deferral / active EE | $8,800 | $5,339+64.8% | $4,656+89.0% | $6,400+37.5% |
| Admin fee / account holder | $138 | $10,924-98.7% | $7,492-98.2% | $11,427-98.8% |