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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 | $269,851 | $211,946+27.3% | $169,452+59.2% | $135,380+99.3% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.67% | 3.26%-13.9pp | 1.83%-12.5pp | 519.81%-530.5pp |
| Employer contribution / active EE | $17,448 | $5,117+241.0% | $4,157+319.7% | $4,779+265.1% |
| Participant deferral / active EE | $9,856 | $6,075+62.2% | $5,277+86.8% | $5,609+75.7% |
| Admin fee / account holder | $0 | $11,472-100.0% | $9,110-100.0% | $10,828-100.0% |