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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 | $1,362,479 | $167,353+714.1% | $143,797+847.5% | $134,545+912.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -39.05% | 0.48%-39.5pp | -0.04%-39.0pp | 418.37%-457.4pp |
| Employer contribution / active EE | $12,331 | $5,620+119.4% | $4,952+149.0% | $4,742+160.1% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,401+110.9% |
| Admin fee / account holder | $250 | $18,096-98.6% | $14,679-98.3% | $11,431-97.8% |