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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 | $825,587 | $167,362+393.3% | $143,799+474.1% | $134,532+513.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.09% | 0.47%-31.6pp | -0.04%-31.0pp | 418.27%-449.4pp |
| Employer contribution / active EE | $22,919 | $5,620+307.8% | $4,952+362.8% | $4,741+383.4% |
| Participant deferral / active EE | $13,600 | $6,447+110.9% | $5,638+141.2% | $6,401+112.5% |
| Admin fee / account holder | $1 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |