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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 | $878,849 | $162,785+439.9% | $133,959+556.1% | $158,950+452.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -5.59% | 41.94%-47.5pp | 45.09%-50.7pp | 302.91%-308.5pp |
| Employer contribution / active EE | $10,452 | $4,975+110.1% | $3,919+166.7% | $4,762+119.5% |
| Participant deferral / active EE | $14,675 | $5,910+148.3% | $5,047+190.8% | $5,983+145.3% |
| Admin fee / account holder | $0 | $11,738-100.0% | $8,928-100.0% | $11,248-100.0% |