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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 | $306,799 | $133,981+129.0% | $112,249+173.3% | $134,532+128.0% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.71% | 47.16%-67.9pp | 27.48%-48.2pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,167 | $4,040-46.4% | $3,636-40.4% | $4,741-54.3% |
| Participant deferral / active EE | $9,586 | $5,292+81.1% | $4,729+102.7% | $6,401+49.8% |
| Admin fee / account holder | $37 | $7,492-99.5% | $6,412-99.4% | $11,429-99.7% |