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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 | $314,634 | $167,533+87.8% | $151,645+107.5% | $134,545+133.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.93% | 7.81%-30.7pp | 3.34%-26.3pp | 418.37%-441.3pp |
| Employer contribution / active EE | $2,852 | $6,828-58.2% | $6,165-53.7% | $4,742-39.9% |
| Participant deferral / active EE | $20,313 | $8,985+126.1% | $8,363+142.9% | $6,401+217.3% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |