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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 | $324,672 | $140,592+130.9% | $123,105+163.7% | $125,389+158.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.61% | 16.80%-20.4pp | 13.22%-16.8pp | 282.24%-285.9pp |
| Employer contribution / active EE | $9,785 | $6,041+62.0% | $5,151+90.0% | $4,866+101.1% |
| Participant deferral / active EE | $13,181 | $6,980+88.8% | $6,229+111.6% | $5,352+146.3% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |