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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 | $676,157 | $167,353+304.0% | $143,797+370.2% | $134,545+402.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.60% | 0.48%-38.1pp | -0.04%-37.6pp | 418.37%-456.0pp |
| Employer contribution / active EE | $14,283 | $5,620+154.1% | $4,952+188.4% | $4,742+201.2% |
| Participant deferral / active EE | $16,200 | $6,447+151.3% | $5,638+187.3% | $6,401+153.1% |
| Admin fee / account holder | $28 | $18,096-99.8% | $14,679-99.8% | $11,431-99.8% |