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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 | $2,603,100 | $110,083+2264.7% | $151,639+1616.6% | $68,486+3700.9% |
| Participation rate | 93.5% | 84.0%+9.6pp | 87.5%+6.1pp | 67.9%+25.7pp |
| Annual return | -21.30% | -10.12%-11.2pp | 3.34%-24.6pp | -7.85%-13.4pp |
| Employer contribution / active EE | $50,613 | $4,470+1032.3% | $6,165+721.0% | $2,597+1849.2% |
| Participant deferral / active EE | $0 | $6,526-100.0% | $8,363-100.0% | $4,028-100.0% |
| Admin fee / account holder | $62 | $7,718-99.2% | $11,613-99.5% | $5,404-98.8% |