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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 | $683,053 | $167,353+308.2% | $143,797+375.0% | $134,545+407.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.87% | 0.48%-22.4pp | -0.04%-21.8pp | 418.37%-440.2pp |
| Employer contribution / active EE | $12,311 | $5,620+119.0% | $4,952+148.6% | $4,742+159.6% |
| Participant deferral / active EE | $18,863 | $6,447+192.6% | $5,638+234.5% | $6,401+194.7% |
| Admin fee / account holder | $0 | $18,096-100.0% | $14,679-100.0% | $11,431-100.0% |