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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 | $258,661 | $167,353+54.6% | $143,797+79.9% | $134,545+92.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -20.81% | 0.48%-21.3pp | -0.04%-20.8pp | 418.37%-439.2pp |
| Employer contribution / active EE | $7,909 | $5,620+40.7% | $4,952+59.7% | $4,742+66.8% |
| Participant deferral / active EE | $8,992 | $6,447+39.5% | $5,638+59.5% | $6,401+40.5% |
| Admin fee / account holder | $17 | $18,096-99.9% | $14,679-99.9% | $11,431-99.9% |