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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 | $254,692 | $153,769+65.6% | $133,975+90.1% | $273,972-7.0% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | -0.41% | 36.51%-36.9pp | 29.29%-29.7pp | 41.46%-41.9pp |
| Employer contribution / active EE | $6,175 | $6,029+2.4% | $5,211+18.5% | $4,869+26.8% |
| Participant deferral / active EE | $10,875 | $6,958+56.3% | $6,282+73.1% | $5,287+105.7% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |