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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 | $299,244 | $142,392+110.2% | $119,622+150.2% | $134,532+122.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.83% | -12.46%-10.4pp | -14.98%-7.8pp | 418.27%-441.1pp |
| Employer contribution / active EE | $7,500 | $5,224+43.6% | $4,232+77.2% | $4,741+58.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |