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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 | $808,830 | $99,345+714.2% | $84,753+854.3% | $273,972+195.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -0.66% | 22.93%-23.6pp | 22.78%-23.4pp | 41.46%-42.1pp |
| Employer contribution / active EE | $25,640 | $4,214+508.4% | $3,574+617.3% | $4,869+426.6% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |