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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 | $283,805 | $136,307+108.2% | $106,619+166.2% | $273,972+3.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -4.08% | 11.05%-15.1pp | 9.42%-13.5pp | 41.46%-45.5pp |
| Employer contribution / active EE | $9,364 | $5,190+80.4% | $3,947+137.2% | $4,869+92.3% |
| Participant deferral / active EE | $14,000 | $4,969+181.7% | $3,930+256.2% | $5,287+164.8% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |