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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 | $268,608 | $131,835+103.7% | $108,582+147.4% | $273,972-2.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.33% | -91.57%+91.9pp | -51.70%+52.0pp | 41.46%-41.1pp |
| Employer contribution / active EE | $19,172 | $4,913+290.3% | $3,758+410.1% | $4,869+293.8% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |