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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 | $468,498 | $167,362+179.9% | $143,799+225.8% | $134,532+248.2% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -22.51% | 0.47%-23.0pp | -0.04%-22.5pp | 418.27%-440.8pp |
| Employer contribution / active EE | $29,184 | $5,620+419.2% | $4,952+489.3% | $4,741+515.6% |
| Participant deferral / active EE | $17,311 | $6,447+168.5% | $5,638+207.0% | $6,401+170.4% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |