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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 | $426,293 | $98,240+333.9% | $82,312+417.9% | $147,586+188.8% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | -6.35% | 30.85%-37.2pp | 25.88%-32.2pp | 578.59%-584.9pp |
| Employer contribution / active EE | $32,000 | $3,192+902.6% | $2,428+1217.8% | $4,876+556.2% |
| Participant deferral / active EE | $24,000 | $4,383+447.5% | $3,706+547.6% | $5,439+341.3% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |