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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 | $478,501 | $142,409+236.0% | $119,634+300.0% | $134,545+255.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.54% | -12.46%-8.1pp | -14.98%-5.6pp | 418.37%-438.9pp |
| Employer contribution / active EE | $40,500 | $5,224+675.2% | $4,232+856.9% | $4,742+754.2% |
| Participant deferral / active EE | $25,375 | $6,468+292.3% | $5,601+353.0% | $6,401+296.4% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |