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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 | $287,409 | $135,956+111.4% | $123,894+132.0% | $273,972+4.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -3.57% | 56.63%-60.2pp | 47.52%-51.1pp | 41.46%-45.0pp |
| Employer contribution / active EE | $2,182 | $5,170-57.8% | $4,617-52.7% | $4,869-55.2% |
| Participant deferral / active EE | $14,106 | $6,343+122.4% | $5,984+135.7% | $5,287+166.8% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |