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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 | $287,821 | $142,392+102.1% | $119,622+140.6% | $134,532+113.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -24.51% | -12.46%-12.0pp | -14.98%-9.5pp | 418.27%-442.8pp |
| Employer contribution / active EE | $6,750 | $5,224+29.2% | $4,232+59.5% | $4,741+42.4% |
| Participant deferral / active EE | $11,082 | $6,467+71.4% | $5,601+97.9% | $6,401+73.1% |
| Admin fee / account holder | $0 | $13,593-100.0% | $10,328-100.0% | $11,429-100.0% |