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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 | $372,835 | $100,805+269.9% | $86,698+330.0% | $134,532+177.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -30.53% | 29.09%-59.6pp | 35.95%-66.5pp | 418.27%-448.8pp |
| Employer contribution / active EE | $14,166 | $3,490+305.9% | $2,837+399.4% | $4,741+198.8% |
| Participant deferral / active EE | $12,641 | $5,339+136.8% | $4,656+171.5% | $6,401+97.5% |
| Admin fee / account holder | $94 | $10,925-99.1% | $7,493-98.7% | $11,429-99.2% |