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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 | $573,480 | $138,076+315.3% | $123,553+364.2% | $135,380+323.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -11.07% | 153.70%-164.8pp | 119.21%-130.3pp | 519.81%-530.9pp |
| Employer contribution / active EE | $1,642 | $5,152-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $8,167 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |