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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 | $354,026 | $167,533+111.3% | $151,645+133.5% | $134,545+163.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -29.68% | 7.81%-37.5pp | 3.34%-33.0pp | 418.37%-448.1pp |
| Employer contribution / active EE | $5,038 | $6,828-26.2% | $6,165-18.3% | $4,742+6.2% |
| Participant deferral / active EE | $18,246 | $8,985+103.1% | $8,363+118.2% | $6,401+185.0% |
| Admin fee / account holder | $124 | $13,781-99.1% | $11,614-98.9% | $11,431-98.9% |