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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 | $297,626 | $167,504+77.7% | $151,628+96.3% | $134,509+121.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.97% | 7.81%-30.8pp | 3.34%-26.3pp | 418.13%-441.1pp |
| Employer contribution / active EE | $19,330 | $6,828+183.1% | $6,165+213.5% | $4,741+307.8% |
| Participant deferral / active EE | $18,950 | $8,985+110.9% | $8,363+126.6% | $6,400+196.1% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |