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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 | $661,014 | $167,353+295.0% | $143,797+359.7% | $134,545+391.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -27.17% | 0.48%-27.7pp | -0.04%-27.1pp | 418.37%-445.5pp |
| Employer contribution / active EE | $3,569 | $5,620-36.5% | $4,952-27.9% | $4,742-24.7% |
| Participant deferral / active EE | $13,667 | $6,447+112.0% | $5,638+142.4% | $6,401+113.5% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |