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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 | $1,648,181 | $142,392+1057.5% | $119,622+1277.8% | $134,532+1125.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.16% | -12.46%-17.7pp | -14.98%-15.2pp | 418.27%-448.4pp |
| Employer contribution / active EE | $23,750 | $5,224+354.7% | $4,232+461.2% | $4,741+400.9% |
| Participant deferral / active EE | $15,918 | $6,467+146.1% | $5,601+184.2% | $6,401+148.7% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |