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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 | $541,469 | $564,480-4.1% | $1,414,140-61.7% | $564,480-4.1% |
| Participation rate | 100.0% | 89.1%+10.9pp | 100.0%0pp | 89.1%+10.9pp |
| Annual return | -26.92% | -14.07%-12.8pp | -8.54%-18.4pp | -14.07%-12.8pp |
| Employer contribution / active EE | $10,320 | $29,221-64.7% | $10,307+0.1% | $29,221-64.7% |
| Participant deferral / active EE | $0 | $5,729-100.0% | $3,290-100.0% | $5,729-100.0% |
| Admin fee / account holder | $0 | $27,140-100.0% | $22,988-100.0% | $27,140-100.0% |