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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 | $266,867 | $167,362+59.5% | $143,799+85.6% | $134,532+98.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -28.15% | 0.47%-28.6pp | -0.04%-28.1pp | 418.27%-446.4pp |
| Employer contribution / active EE | $14,158 | $5,620+151.9% | $4,952+185.9% | $4,741+198.6% |
| Participant deferral / active EE | $9,563 | $6,447+48.3% | $5,638+69.6% | $6,401+49.4% |
| Admin fee / account holder | $20 | $18,094-99.9% | $14,677-99.9% | $11,429-99.8% |