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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 | $307,766 | $110,083+179.6% | $151,645+103.0% | $68,490+349.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -27.42% | -10.12%-17.3pp | 3.34%-30.8pp | -7.85%-19.6pp |
| Employer contribution / active EE | $16,986 | $4,470+280.0% | $6,165+175.5% | $2,597+554.1% |
| Participant deferral / active EE | $20,526 | $6,526+214.5% | $8,363+145.4% | $4,028+409.6% |
| Admin fee / account holder | $5 | $7,718-99.9% | $11,614-100.0% | $5,403-99.9% |