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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 | $568,749 | $162,781+249.4% | $133,956+324.6% | $158,931+257.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.11% | 41.94%-44.0pp | 45.09%-47.2pp | 302.86%-305.0pp |
| Employer contribution / active EE | $12,960 | $4,975+160.5% | $3,919+230.7% | $4,761+172.2% |
| Participant deferral / active EE | $17,333 | $5,911+193.2% | $5,048+243.4% | $5,982+189.7% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,247-100.0% |