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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 | $975,475 | $167,352+482.9% | $143,788+578.4% | $134,509+625.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.31% | 0.47%-29.8pp | -0.03%-29.3pp | 418.13%-447.4pp |
| Employer contribution / active EE | $1,202 | $5,620-78.6% | $4,952-75.7% | $4,741-74.7% |
| Participant deferral / active EE | $13,500 | $6,447+109.4% | $5,638+139.4% | $6,400+110.9% |
| Admin fee / account holder | $0 | $18,091-100.0% | $14,675-100.0% | $11,427-100.0% |