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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 | $414,508 | $167,362+147.7% | $143,799+188.3% | $134,532+208.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 0.47%-20.7pp | -0.04%-20.2pp | 418.27%-438.5pp |
| Employer contribution / active EE | $7,851 | $5,620+39.7% | $4,952+58.5% | $4,741+65.6% |
| Participant deferral / active EE | $7,333 | $6,447+13.7% | $5,638+30.1% | $6,401+14.6% |
| Admin fee / account holder | $212 | $18,094-98.8% | $14,677-98.6% | $11,429-98.1% |