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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 | $298,114 | $167,362+78.1% | $143,799+107.3% | $134,532+121.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.94% | 0.47%-24.4pp | -0.04%-23.9pp | 418.27%-442.2pp |
| Employer contribution / active EE | $6,388 | $5,620+13.7% | $4,952+29.0% | $4,741+34.7% |
| Participant deferral / active EE | $17,737 | $6,447+175.1% | $5,638+214.6% | $6,401+177.1% |
| Admin fee / account holder | $12 | $18,094-99.9% | $14,677-99.9% | $11,429-99.9% |