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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 | $298,601 | $167,353+78.4% | $143,797+107.7% | $134,545+121.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.60% | 0.48%-26.1pp | -0.04%-25.6pp | 418.37%-444.0pp |
| Employer contribution / active EE | $2,983 | $5,620-46.9% | $4,952-39.8% | $4,742-37.1% |
| Participant deferral / active EE | $8,050 | $6,447+24.9% | $5,638+42.8% | $6,401+25.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |