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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 | $295,783 | $106,267+178.3% | $96,520+206.4% | $139,456+112.1% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | -0.18% | 38.45%-38.6pp | 35.72%-35.9pp | 373.45%-373.6pp |
| Employer contribution / active EE | $19,414 | $4,105+373.0% | $3,739+419.3% | $4,753+308.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |