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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 | $1,823,059 | $129,960+1302.8% | $104,299+1647.9% | $134,545+1255.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -24.06% | 42.06%-66.1pp | 24.62%-48.7pp | 418.37%-442.4pp |
| Employer contribution / active EE | $28,973 | $4,186+592.1% | $3,373+758.9% | $4,742+511.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |