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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 | $1,273,004 | $93,098+1267.4% | $77,081+1551.5% | $134,509+846.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -25.65% | 62.63%-88.3pp | 42.33%-68.0pp | 418.13%-443.8pp |
| Employer contribution / active EE | $7,950 | $3,419+132.5% | $2,813+182.6% | $4,741+67.7% |
| Participant deferral / active EE | $16,100 | $5,239+207.3% | $4,428+263.6% | $6,400+151.5% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |