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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 | $268,348 | $168,635+59.1% | $147,617+81.8% | $125,389+114.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.13% | 77.65%-83.8pp | 61.98%-68.1pp | 282.24%-288.4pp |
| Employer contribution / active EE | $8,055 | $6,252+28.8% | $5,564+44.8% | $4,866+65.5% |
| Participant deferral / active EE | $3,000 | $5,507-45.5% | $4,895-38.7% | $5,352-43.9% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |