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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 | $331,098 | $167,522+97.6% | $151,639+118.3% | $134,532+146.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.37% | 7.81%-30.2pp | 3.34%-25.7pp | 418.27%-440.6pp |
| Employer contribution / active EE | $10,402 | $6,828+52.3% | $6,165+68.7% | $4,741+119.4% |
| Participant deferral / active EE | $15,313 | $8,986+70.4% | $8,363+83.1% | $6,401+139.2% |
| Admin fee / account holder | $56 | $13,780-99.6% | $11,613-99.5% | $11,429-99.5% |