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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 | $340,667 | $131,835+158.4% | $108,582+213.7% | $273,972+24.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.00% | -91.57%+91.6pp | -51.70%+51.7pp | 41.46%-41.5pp |
| Employer contribution / active EE | $6,818 | $4,913+38.8% | $3,758+81.4% | $4,869+40.0% |
| Participant deferral / active EE | $13,804 | $5,127+169.2% | $4,311+220.2% | $5,287+161.1% |
| Admin fee / account holder | $130 | $10,253-98.7% | $7,645-98.3% | $10,133-98.7% |