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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 | $287,957 | $118,869+142.2% | $96,575+198.2% | $167,518+71.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | -1.17% | 50.49%-51.7pp | 37.79%-39.0pp | 478.71%-479.9pp |
| Employer contribution / active EE | $16,390 | $3,120+425.3% | $2,357+595.4% | $4,838+238.7% |
| Participant deferral / active EE | $15,292 | $4,616+231.3% | $3,849+297.3% | $6,342+141.1% |
| Admin fee / account holder | $0 | $8,067-100.0% | $6,182-100.0% | $12,312-100.0% |