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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 | $457,622 | $127,387+259.2% | $115,038+297.8% | $125,389+265.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.45% | 31.28%-35.7pp | 26.14%-30.6pp | 282.24%-286.7pp |
| Employer contribution / active EE | $6,323 | $5,166+22.4% | $4,608+37.2% | $4,866+29.9% |
| Participant deferral / active EE | $7,400 | $6,423+15.2% | $6,026+22.8% | $5,352+38.3% |
| Admin fee / account holder | $217 | $9,516-97.7% | $8,175-97.3% | $9,541-97.7% |