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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 | $557,782 | $167,504+233.0% | $151,628+267.9% | $134,509+314.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.15% | 7.81%-31.0pp | 3.34%-26.5pp | 418.13%-441.3pp |
| Employer contribution / active EE | $23,284 | $6,828+241.0% | $6,165+277.7% | $4,741+391.2% |
| Participant deferral / active EE | $13,938 | $8,985+55.1% | $8,363+66.7% | $6,400+117.8% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |