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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 | $751,378 | $167,504+348.6% | $151,628+395.5% | $134,509+458.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -28.88% | 7.81%-36.7pp | 3.34%-32.2pp | 418.13%-447.0pp |
| Employer contribution / active EE | $27,607 | $6,828+304.3% | $6,165+347.8% | $4,741+482.4% |
| Participant deferral / active EE | $10,416 | $8,985+15.9% | $8,363+24.5% | $6,400+62.7% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |