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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 | $289,661 | $140,592+106.0% | $123,105+135.3% | $125,389+131.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -8.51% | 16.80%-25.3pp | 13.22%-21.7pp | 282.24%-290.8pp |
| Employer contribution / active EE | $22,000 | $6,041+264.2% | $5,151+327.1% | $4,866+352.1% |
| Participant deferral / active EE | $15,500 | $6,980+122.1% | $6,229+148.8% | $5,352+189.6% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |