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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 | $666,694 | $87,546+661.5% | $75,784+779.7% | $125,389+431.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -6.87% | 13.49%-20.4pp | 9.68%-16.6pp | 282.24%-289.1pp |
| Employer contribution / active EE | $34,500 | $3,930+777.8% | $3,323+938.1% | $4,866+609.0% |
| Participant deferral / active EE | $24,000 | $4,230+467.4% | $3,652+557.2% | $5,352+348.5% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |