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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 | $3,515,820 | $167,353+2000.8% | $143,797+2345.0% | $134,545+2513.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -43.98% | 0.48%-44.5pp | -0.04%-43.9pp | 418.37%-462.4pp |
| Employer contribution / active EE | $5,658 | $5,620+0.7% | $4,952+14.2% | $4,742+19.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $228 | $18,096-98.7% | $14,679-98.4% | $11,431-98.0% |