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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 | $1,061,717 | $167,533+533.7% | $151,645+600.1% | $134,545+689.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.49% | 7.81%-32.3pp | 3.34%-27.8pp | 418.37%-442.9pp |
| Employer contribution / active EE | $20,901 | $6,828+206.1% | $6,165+239.0% | $4,742+340.8% |
| Participant deferral / active EE | $10,551 | $8,985+17.4% | $8,363+26.2% | $6,401+64.8% |
| Admin fee / account holder | $7 | $13,781-99.9% | $11,614-99.9% | $11,431-99.9% |