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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 | $475,128 | $167,522+183.6% | $151,639+213.3% | $134,532+253.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.56% | 7.81%-29.4pp | 3.34%-24.9pp | 418.27%-439.8pp |
| Employer contribution / active EE | $6,581 | $6,828-3.6% | $6,165+6.8% | $4,741+38.8% |
| Participant deferral / active EE | $21,363 | $8,986+137.7% | $8,363+155.4% | $6,401+233.8% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |