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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 | $801,189 | $167,504+378.3% | $151,628+428.4% | $134,509+495.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -29.27% | 7.81%-37.1pp | 3.34%-32.6pp | 418.13%-447.4pp |
| Employer contribution / active EE | $15,454 | $6,828+126.3% | $6,165+150.7% | $4,741+226.0% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |