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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 | $892,566 | $167,353+433.3% | $143,797+520.7% | $134,545+563.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.65% | 0.48%-22.1pp | -0.04%-21.6pp | 418.37%-440.0pp |
| Employer contribution / active EE | $15,168 | $5,620+169.9% | $4,952+206.3% | $4,742+219.9% |
| Participant deferral / active EE | $17,333 | $6,447+168.9% | $5,638+207.4% | $6,401+170.8% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |