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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 | $552,750 | $140,592+293.2% | $123,105+349.0% | $125,389+340.8% |
| Participation rate | 87.5% | 88.2%-0.7pp | 86.8%+0.7pp | 83.2%+4.3pp |
| Annual return | -8.31% | 16.80%-25.1pp | 13.22%-21.5pp | 282.24%-290.5pp |
| Employer contribution / active EE | $34,523 | $6,041+471.5% | $5,151+570.2% | $4,866+609.5% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |