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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 | $545,266 | $167,362+225.8% | $143,799+279.2% | $134,532+305.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.13% | 0.47%-22.6pp | -0.04%-22.1pp | 418.27%-440.4pp |
| Employer contribution / active EE | $2,615 | $5,620-53.5% | $4,952-47.2% | $4,741-44.8% |
| Participant deferral / active EE | $18,172 | $6,447+181.8% | $5,638+222.3% | $6,401+183.9% |
| Admin fee / account holder | $31 | $18,094-99.8% | $14,677-99.8% | $11,429-99.7% |