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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 | $749,516 | $135,956+451.3% | $123,894+505.0% | $273,972+173.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -4.27% | 56.63%-60.9pp | 47.52%-51.8pp | 41.46%-45.7pp |
| Employer contribution / active EE | $23,424 | $5,170+353.1% | $4,617+407.4% | $4,869+381.1% |
| Participant deferral / active EE | $11,000 | $6,343+73.4% | $5,984+83.8% | $5,287+108.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |