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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 | $271,479 | $97,881+177.4% | $80,004+239.3% | $125,388+116.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 73.0%+27.0pp | 83.2%+16.8pp |
| Annual return | -6.30% | 9.36%-15.7pp | 7.63%-13.9pp | 282.24%-288.5pp |
| Employer contribution / active EE | $15,243 | $3,128+387.4% | $2,473+516.5% | $4,866+213.3% |
| Participant deferral / active EE | $10,200 | $3,744+172.4% | $3,204+218.4% | $5,352+90.6% |
| Admin fee / account holder | $0 | $6,278-100.0% | $5,033-100.0% | $9,541-100.0% |