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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 | $426,696 | $167,353+155.0% | $143,797+196.7% | $134,545+217.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.34% | 0.48%-23.8pp | -0.04%-23.3pp | 418.37%-441.7pp |
| Employer contribution / active EE | $12,603 | $5,620+124.2% | $4,952+154.5% | $4,742+165.8% |
| Participant deferral / active EE | $13,250 | $6,447+105.5% | $5,638+135.0% | $6,401+107.0% |
| Admin fee / account holder | $79 | $18,096-99.6% | $14,679-99.5% | $11,431-99.3% |