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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 | $1,153,940 | $100,811+1044.7% | $86,698+1231.0% | $134,545+757.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.02% | 29.11%-52.1pp | 35.96%-59.0pp | 418.37%-441.4pp |
| Employer contribution / active EE | $6,792 | $3,490+94.6% | $2,837+139.4% | $4,742+43.2% |
| Participant deferral / active EE | $27,000 | $5,339+405.7% | $4,656+479.9% | $6,401+321.8% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |