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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 | $655,178 | $167,353+291.5% | $143,797+355.6% | $134,545+387.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -31.62% | 0.48%-32.1pp | -0.04%-31.6pp | 418.37%-450.0pp |
| Employer contribution / active EE | $3,898 | $5,620-30.7% | $4,952-21.3% | $4,742-17.8% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |