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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 | $601,206 | $142,358+322.3% | $119,615+402.6% | $134,493+347.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.28% | -12.46%-9.8pp | -14.98%-7.3pp | 418.01%-440.3pp |
| Employer contribution / active EE | $28,577 | $5,223+447.1% | $4,232+575.2% | $4,740+502.9% |
| Participant deferral / active EE | $19,000 | $6,470+193.7% | $5,602+239.2% | $6,400+196.9% |
| Admin fee / account holder | $0 | $13,585-100.0% | $10,324-100.0% | $11,425-100.0% |