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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 | $259,755 | $165,381+57.1% | $149,730+73.5% | $158,966+63.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -2.23% | 348.29%-350.5pp | 276.70%-278.9pp | 302.95%-305.2pp |
| Employer contribution / active EE | $2,534 | $5,104-50.3% | $4,645-45.4% | $4,762-46.8% |
| Participant deferral / active EE | $2,534 | $7,182-64.7% | $6,843-63.0% | $5,983-57.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |