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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 | $270,224 | $153,769+75.7% | $133,975+101.7% | $273,972-1.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -5.01% | 36.51%-41.5pp | 29.29%-34.3pp | 41.46%-46.5pp |
| Employer contribution / active EE | $9,073 | $6,029+50.5% | $5,211+74.1% | $4,869+86.3% |
| Participant deferral / active EE | $10,748 | $6,958+54.5% | $6,282+71.1% | $5,287+103.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |