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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 | $282,978 | $564,969-49.9% | - | $564,969-49.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | - | 88.5%+11.5pp |
| Annual return | -19.87% | 7.52%-27.4pp | - | 7.52%-27.4pp |
| Employer contribution / active EE | $6,613 | $26,761-75.3% | - | $26,761-75.3% |
| Participant deferral / active EE | $5,415 | $6,006-9.8% | - | $6,006-9.8% |
| Admin fee / account holder | $38 | $17,215-99.8% | - | $17,215-99.8% |