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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 | $429,315 | $142,409+201.5% | $119,634+258.9% | $134,545+219.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.40% | -12.46%-10.9pp | -14.98%-8.4pp | 418.37%-441.8pp |
| Employer contribution / active EE | $5,986 | $5,224+14.6% | $4,232+41.4% | $4,742+26.3% |
| Participant deferral / active EE | $7,933 | $6,468+22.7% | $5,601+41.6% | $6,401+23.9% |
| Admin fee / account holder | $0 | $13,594-100.0% | $10,329-100.0% | $11,431-100.0% |