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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 | $271,658 | $140,592+93.2% | $123,105+120.7% | $125,389+116.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.99% | 16.80%-20.8pp | 13.22%-17.2pp | 282.24%-286.2pp |
| Employer contribution / active EE | $20,000 | $6,041+231.1% | $5,151+288.3% | $4,866+311.0% |
| Participant deferral / active EE | $12,000 | $6,980+71.9% | $6,229+92.6% | $5,352+124.2% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |