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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 | $270,511 | $167,533+61.5% | $151,645+78.4% | $134,545+101.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -47.90% | 7.81%-55.7pp | 3.34%-51.2pp | 418.37%-466.3pp |
| Employer contribution / active EE | $7,976 | $6,828+16.8% | $6,165+29.4% | $4,742+68.2% |
| Participant deferral / active EE | $10,125 | $8,985+12.7% | $8,363+21.1% | $6,401+58.2% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |