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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 | $460,376 | $167,504+174.8% | $151,628+203.6% | $134,509+242.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -24.65% | 7.81%-32.5pp | 3.34%-28.0pp | 418.13%-442.8pp |
| Employer contribution / active EE | $21,208 | $6,828+210.6% | $6,165+244.0% | $4,741+347.4% |
| Participant deferral / active EE | $10,906 | $8,985+21.4% | $8,363+30.4% | $6,400+70.4% |
| Admin fee / account holder | $201 | $13,779-98.5% | $11,613-98.3% | $11,427-98.2% |