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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 | $512,804 | $167,522+206.1% | $151,639+238.2% | $134,532+281.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -39.38% | 7.81%-47.2pp | 3.34%-42.7pp | 418.27%-457.6pp |
| Employer contribution / active EE | $40,500 | $6,828+493.1% | $6,165+556.9% | $4,741+754.2% |
| Participant deferral / active EE | $27,000 | $8,986+200.5% | $8,363+222.8% | $6,401+321.8% |
| Admin fee / account holder | $16 | $13,780-99.9% | $11,613-99.9% | $11,429-99.9% |