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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 | $1,249,486 | $141,001+786.2% | $112,228+1013.3% | $139,487+795.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -9.55% | 32.75%-42.3pp | 30.23%-39.8pp | 373.84%-383.4pp |
| Employer contribution / active EE | $2,333 | $4,285-45.5% | $3,432-32.0% | $4,755-50.9% |
| Participant deferral / active EE | $20,000 | $5,877+240.3% | $4,800+316.7% | $6,713+197.9% |
| Admin fee / account holder | $0 | $9,959-100.0% | $7,752-100.0% | $11,407-100.0% |