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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 | $335,287 | $167,522+100.1% | $151,639+121.1% | $134,532+149.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.77% | 7.81%-36.6pp | 3.34%-32.1pp | 418.27%-447.0pp |
| Employer contribution / active EE | $28,284 | $6,828+314.2% | $6,165+358.8% | $4,741+496.6% |
| Participant deferral / active EE | $19,220 | $8,986+113.9% | $8,363+129.8% | $6,401+200.3% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |