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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 | $300,638 | $167,533+79.4% | $151,645+98.3% | $134,545+123.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.43% | 7.81%-29.2pp | 3.34%-24.8pp | 418.37%-439.8pp |
| Employer contribution / active EE | $16,500 | $6,828+141.6% | $6,165+167.6% | $4,742+248.0% |
| Participant deferral / active EE | $20,000 | $8,985+122.6% | $8,363+139.2% | $6,401+212.4% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |