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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 | $1,579,322 | $167,504+842.9% | $151,628+941.6% | $134,509+1074.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -30.42% | 7.81%-38.2pp | 3.34%-33.8pp | 418.13%-448.6pp |
| Employer contribution / active EE | $40,500 | $6,828+493.2% | $6,165+556.9% | $4,741+754.3% |
| Participant deferral / active EE | $27,000 | $8,985+200.5% | $8,363+222.9% | $6,400+321.9% |
| Admin fee / account holder | $0 | $13,779-100.0% | $11,613-100.0% | $11,427-100.0% |