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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 | $1,304,547 | $167,353+679.5% | $143,797+807.2% | $134,545+869.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.25% | 0.48%-36.7pp | -0.04%-36.2pp | 418.37%-454.6pp |
| Employer contribution / active EE | $17,728 | $5,620+215.4% | $4,952+258.0% | $4,742+273.9% |
| Participant deferral / active EE | $18,000 | $6,447+179.2% | $5,638+219.2% | $6,401+181.2% |
| Admin fee / account holder | $32 | $18,096-99.8% | $14,679-99.8% | $11,431-99.7% |