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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 | $286,143 | $167,504+70.8% | $151,628+88.7% | $134,509+112.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -27.14% | 7.81%-34.9pp | 3.34%-30.5pp | 418.13%-445.3pp |
| Employer contribution / active EE | $23,162 | $6,828+239.2% | $6,165+275.7% | $4,741+388.6% |
| Participant deferral / active EE | $21,647 | $8,985+140.9% | $8,363+158.9% | $6,400+238.2% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |