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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 | $302,992 | $167,353+81.0% | $143,797+110.7% | $134,545+125.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.54% | 0.48%-21.0pp | -0.04%-20.5pp | 418.37%-438.9pp |
| Employer contribution / active EE | $3,927 | $5,620-30.1% | $4,952-20.7% | $4,742-17.2% |
| Participant deferral / active EE | $12,480 | $6,447+93.6% | $5,638+121.3% | $6,401+95.0% |
| Admin fee / account holder | $30 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |