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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 | $420,985 | $133,981+214.2% | $112,249+275.0% | $134,532+212.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -21.08% | 47.16%-68.2pp | 27.48%-48.6pp | 418.27%-439.3pp |
| Employer contribution / active EE | $16,384 | $4,040+305.6% | $3,636+350.6% | $4,741+245.6% |
| Participant deferral / active EE | $14,348 | $5,292+171.1% | $4,729+203.4% | $6,401+124.1% |
| Admin fee / account holder | $15 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |