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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 | $691,205 | $100,970+584.6% | $96,576+615.7% | $137,256+403.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | -23.93% | 38.16%-62.1pp | 38.47%-62.4pp | 220.34%-244.3pp |
| Employer contribution / active EE | $43,500 | $3,809+1042.0% | $3,553+1124.3% | $4,156+946.7% |
| Participant deferral / active EE | $22,500 | $8,286+171.5% | $7,956+182.8% | $6,407+251.2% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |