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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 | $405,597 | $196,972+105.9% | $182,262+122.5% | $198,609+104.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | -22.56% | 158.27%-180.8pp | 140.60%-163.2pp | 202.70%-225.3pp |
| Employer contribution / active EE | $19,375 | $5,364+261.2% | $5,046+284.0% | $5,055+283.3% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |