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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 | $675,342 | $263,825+156.0% | $73,588+817.7% | $263,825+156.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 73.1%+26.9pp | 78.8%+21.2pp |
| Annual return | -26.51% | 13.08%-39.6pp | 16.52%-43.0pp | 13.08%-39.6pp |
| Employer contribution / active EE | $46,500 | $11,436+306.6% | $7,604+511.5% | $11,436+306.6% |
| Participant deferral / active EE | $31,000 | $5,893+426.1% | $5,478+466.0% | $5,893+426.1% |
| Admin fee / account holder | $28 | $32,179-99.9% | $12,208-99.8% | $32,179-99.9% |