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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 | $1,079,027 | $167,504+544.2% | $151,628+611.6% | $134,509+702.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -26.58% | 7.81%-34.4pp | 3.34%-29.9pp | 418.13%-444.7pp |
| Employer contribution / active EE | $21,375 | $6,828+213.1% | $6,165+246.7% | $4,741+350.9% |
| Participant deferral / active EE | $34,750 | $8,985+286.8% | $8,363+315.5% | $6,400+442.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |