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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 | $656,055 | $87,546+649.4% | $75,784+765.7% | $125,389+423.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -8.28% | 13.49%-21.8pp | 9.68%-18.0pp | 282.24%-290.5pp |
| Employer contribution / active EE | $36,358 | $3,930+825.1% | $3,323+994.0% | $4,866+647.2% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $3,652-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |