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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 | $263,615 | $142,361+85.2% | $119,608+120.4% | $134,509+96.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -25.47% | -12.46%-13.0pp | -14.98%-10.5pp | 418.13%-443.6pp |
| Employer contribution / active EE | $7,065 | $5,224+35.2% | $4,232+66.9% | $4,741+49.0% |
| Participant deferral / active EE | $6,240 | $6,468-3.5% | $5,601+11.4% | $6,400-2.5% |
| Admin fee / account holder | $0 | $13,588-100.0% | $10,326-100.0% | $11,427-100.0% |