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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 | $480,050 | $167,533+186.5% | $151,645+216.6% | $134,545+256.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.98% | 7.81%-30.8pp | 3.34%-26.3pp | 418.37%-441.4pp |
| Employer contribution / active EE | $24,116 | $6,828+253.2% | $6,165+291.2% | $4,742+408.6% |
| Participant deferral / active EE | $17,050 | $8,985+89.8% | $8,363+103.9% | $6,401+166.4% |
| Admin fee / account holder | -$5 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |