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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 | $750,877 | $167,353+348.7% | $143,797+422.2% | $134,545+458.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.17% | 0.48%-20.7pp | -0.04%-20.1pp | 418.37%-438.5pp |
| Employer contribution / active EE | $40,525 | $5,620+621.0% | $4,952+718.3% | $4,742+754.7% |
| Participant deferral / active EE | $9,750 | $6,447+51.2% | $5,638+72.9% | $6,401+52.3% |
| Admin fee / account holder | $60 | $18,096-99.7% | $14,679-99.6% | $11,431-99.5% |