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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 | $282,586 | $131,835+114.3% | $108,582+160.3% | $273,972+3.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 1.86% | -91.57%+93.4pp | -51.70%+53.6pp | 41.46%-39.6pp |
| Employer contribution / active EE | $6,063 | $4,913+23.4% | $3,758+61.3% | $4,869+24.5% |
| Participant deferral / active EE | $9,369 | $5,127+82.7% | $4,311+117.3% | $5,287+77.2% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |