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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 | $337,316 | $211,946+59.2% | $169,452+99.1% | $135,380+149.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.28% | 3.26%-13.5pp | 1.83%-12.1pp | 519.81%-530.1pp |
| Employer contribution / active EE | $27,750 | $5,117+442.3% | $4,157+567.6% | $4,779+480.7% |
| Participant deferral / active EE | $36,750 | $6,075+504.9% | $5,277+596.4% | $5,609+555.2% |
| Admin fee / account holder | $59 | $11,472-99.5% | $9,110-99.3% | $10,828-99.5% |