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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 | $420,559 | $167,522+151.0% | $151,639+177.3% | $134,532+212.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.14% | 7.81%-29.9pp | 3.34%-25.5pp | 418.27%-440.4pp |
| Employer contribution / active EE | $19,458 | $6,828+185.0% | $6,165+215.6% | $4,741+310.4% |
| Participant deferral / active EE | $18,514 | $8,986+106.0% | $8,363+121.4% | $6,401+189.2% |
| Admin fee / account holder | $175 | $13,780-98.7% | $11,613-98.5% | $11,429-98.5% |