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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 | $287,043 | $167,503+71.4% | $151,627+89.3% | $134,493+113.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.21% | 7.80%-29.0pp | 3.33%-24.5pp | 418.01%-439.2pp |
| Employer contribution / active EE | $3,148 | $6,829-53.9% | $6,166-49.0% | $4,740-33.6% |
| Participant deferral / active EE | $15,134 | $8,985+68.4% | $8,363+81.0% | $6,400+136.5% |
| Admin fee / account holder | $0 | $13,777-100.0% | $11,612-100.0% | $11,425-100.0% |