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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 | $519,294 | $275,752+88.3% | $256,809+102.2% | $198,609+161.5% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | -0.94% | 34.81%-35.7pp | 32.73%-33.7pp | 202.70%-203.6pp |
| Employer contribution / active EE | $5,924 | $7,721-23.3% | $7,263-18.4% | $5,055+17.2% |
| Participant deferral / active EE | $29,600 | $10,037+194.9% | $9,520+210.9% | $6,977+324.3% |
| Admin fee / account holder | $0 | $25,716-100.0% | $25,146-100.0% | $19,030-100.0% |