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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 | $354,484 | $86,701+308.9% | $73,309+383.5% | $125,389+182.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -4.82% | 2.78%-7.6pp | 5.67%-10.5pp | 282.24%-287.1pp |
| Employer contribution / active EE | $40,146 | $4,152+866.8% | $3,237+1140.1% | $4,866+725.0% |
| Participant deferral / active EE | $12,600 | $5,549+127.1% | $4,991+152.5% | $5,352+135.4% |
| Admin fee / account holder | $63 | $7,768-99.2% | $5,635-98.9% | $9,541-99.3% |