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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 | $803,966 | $167,533+379.9% | $151,645+430.2% | $134,545+497.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.49% | 7.81%-29.3pp | 3.34%-24.8pp | 418.37%-439.9pp |
| Employer contribution / active EE | $11,734 | $6,828+71.8% | $6,165+90.3% | $4,742+147.5% |
| Participant deferral / active EE | $34,347 | $8,985+282.3% | $8,363+310.7% | $6,401+436.6% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |