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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 | $267,287 | $167,362+59.7% | $143,799+85.9% | $134,532+98.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.83% | 0.47%-27.3pp | -0.04%-26.8pp | 418.27%-445.1pp |
| Employer contribution / active EE | $9,419 | $5,620+67.6% | $4,952+90.2% | $4,741+98.7% |
| Participant deferral / active EE | $5,922 | $6,447-8.2% | $5,638+5.0% | $6,401-7.5% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |