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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 | $1,233,181 | $167,353+636.9% | $143,797+757.6% | $134,545+816.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.49% | 0.48%-27.0pp | -0.04%-26.5pp | 418.37%-444.9pp |
| Employer contribution / active EE | $18,300 | $5,620+225.6% | $4,952+269.5% | $4,742+285.9% |
| Participant deferral / active EE | $47,033 | $6,447+629.5% | $5,638+734.2% | $6,401+634.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |