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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 | $408,430 | $167,352+144.1% | $143,788+184.0% | $134,509+203.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.98% | 0.47%-27.5pp | -0.03%-27.0pp | 418.13%-445.1pp |
| Employer contribution / active EE | $10,835 | $5,620+92.8% | $4,952+118.8% | $4,741+128.6% |
| Participant deferral / active EE | $8,200 | $6,447+27.2% | $5,638+45.4% | $6,400+28.1% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |