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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 | $364,706 | $167,533+117.7% | $151,645+140.5% | $134,545+171.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -25.46% | 7.81%-33.3pp | 3.34%-28.8pp | 418.37%-443.8pp |
| Employer contribution / active EE | $32,993 | $6,828+383.2% | $6,165+435.2% | $4,742+595.8% |
| Participant deferral / active EE | $15,833 | $8,985+76.2% | $8,363+89.3% | $6,401+147.3% |
| Admin fee / account holder | $95 | $13,781-99.3% | $11,614-99.2% | $11,431-99.2% |