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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 | $317,186 | $78,694+303.1% | $67,652+368.9% | $125,389+153.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -3.37% | 9.46%-12.8pp | 6625.40%-6628.8pp | 282.24%-285.6pp |
| Employer contribution / active EE | $12,497 | $3,044+310.6% | $2,266+451.6% | $4,866+156.8% |
| Participant deferral / active EE | $12,592 | $4,292+193.4% | $3,560+253.7% | $5,352+135.3% |
| Admin fee / account holder | $24 | $7,403-99.7% | $4,821-99.5% | $9,541-99.7% |