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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 | $653,038 | $181,896+259.0% | $156,551+317.1% | $273,972+138.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -4.14% | 30.74%-34.9pp | 32.23%-36.4pp | 41.46%-45.6pp |
| Employer contribution / active EE | $4,786 | $6,248-23.4% | $5,501-13.0% | $4,869-1.7% |
| Participant deferral / active EE | $20,615 | $5,550+271.4% | $4,871+323.2% | $5,287+289.9% |
| Admin fee / account holder | $0 | $15,560-100.0% | $13,028-100.0% | $10,133-100.0% |