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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 | $198,814+239.7% | $198,814+239.7% | $289,147+133.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 75.0%+25.0pp | 80.8%+19.2pp |
| Annual return | -26.51% | 15.34%-41.9pp | 12.03%-38.5pp | 12.61%-39.1pp |
| Employer contribution / active EE | $46,500 | $13,041+256.6% | $13,041+256.6% | $13,617+241.5% |
| Participant deferral / active EE | $31,000 | $5,545+459.1% | $5,545+459.1% | $5,372+477.1% |
| Admin fee / account holder | $28 | $10,102-99.7% | $10,102-99.7% | $23,026-99.9% |