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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 | $573,938 | $167,362+242.9% | $143,799+299.1% | $134,532+326.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.32% | 0.47%-20.8pp | -0.04%-20.3pp | 418.27%-438.6pp |
| Employer contribution / active EE | $9,088 | $5,620+61.7% | $4,952+83.5% | $4,741+91.7% |
| Participant deferral / active EE | $5,400 | $6,447-16.2% | $5,638-4.2% | $6,401-15.6% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |