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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 | $1,513,873 | $95,917+1478.3% | $79,583+1802.3% | $134,545+1025.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -21.40% | -2.70%-18.7pp | 0.16%-21.6pp | 418.37%-439.8pp |
| Employer contribution / active EE | $25,325 | $3,129+709.3% | $2,414+949.2% | $4,742+434.1% |
| Participant deferral / active EE | $27,000 | $4,694+475.2% | $3,986+577.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |