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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 | $358,160 | $154,193+132.3% | $130,045+175.4% | $139,466+156.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.5%+1.5pp | 80.3%-0.3pp |
| Annual return | 3.49% | 32.51%-29.0pp | -137.30%+140.8pp | 373.66%-370.2pp |
| Employer contribution / active EE | $4,764 | $5,292-10.0% | $4,321+10.2% | $4,754+0.2% |
| Participant deferral / active EE | $12,000 | $6,709+78.9% | $5,820+106.2% | $6,712+78.8% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |