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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 | $491,762 | $167,504+193.6% | $151,628+224.3% | $134,509+265.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.41% | 7.81%-29.2pp | 3.34%-24.7pp | 418.13%-439.5pp |
| Employer contribution / active EE | $17,173 | $6,828+151.5% | $6,165+178.6% | $4,741+262.3% |
| Participant deferral / active EE | $17,457 | $8,985+94.3% | $8,363+108.7% | $6,400+172.8% |
| Admin fee / account holder | $6 | $13,779-100.0% | $11,613-99.9% | $11,427-99.9% |