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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 | $647,039 | $167,362+286.6% | $143,799+350.0% | $134,532+381.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -31.12% | 0.47%-31.6pp | -0.04%-31.1pp | 418.27%-449.4pp |
| Employer contribution / active EE | $1,988 | $5,620-64.6% | $4,952-59.8% | $4,741-58.1% |
| Participant deferral / active EE | $10,027 | $6,447+55.5% | $5,638+77.8% | $6,401+56.7% |
| Admin fee / account holder | $44 | $18,094-99.8% | $14,677-99.7% | $11,429-99.6% |