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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 | $356,590 | $107,809+230.8% | $90,657+293.3% | $135,380+163.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -10.06% | -0.90%-9.2pp | 1.89%-11.9pp | 519.81%-529.9pp |
| Employer contribution / active EE | $26,658 | $3,018+783.3% | $2,532+952.9% | $4,779+457.8% |
| Participant deferral / active EE | $17,049 | $3,872+340.3% | $3,424+397.9% | $5,609+204.0% |
| Admin fee / account holder | $0 | $5,931-100.0% | $4,994-100.0% | $10,828-100.0% |