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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 | $271,529 | $106,115+155.9% | $85,969+215.8% | $125,389+116.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -12.15% | 13.93%-26.1pp | 9.32%-21.5pp | 282.24%-294.4pp |
| Employer contribution / active EE | $7,570 | $4,537+66.8% | $3,474+117.9% | $4,866+55.6% |
| Participant deferral / active EE | $14,000 | $4,859+188.1% | $3,829+265.6% | $5,352+161.6% |
| Admin fee / account holder | $8 | $8,144-99.9% | $6,053-99.9% | $9,541-99.9% |