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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 | $299,639 | $136,307+119.8% | $106,619+181.0% | $273,972+9.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -24.45% | 11.05%-35.5pp | 9.42%-33.9pp | 41.46%-65.9pp |
| Employer contribution / active EE | $32,285 | $5,190+522.1% | $3,947+718.0% | $4,869+563.1% |
| Participant deferral / active EE | $0 | $4,969-100.0% | $3,930-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |