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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 | $357,564 | $185,312+93.0% | $161,489+121.4% | $154,746+131.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | -0.08% | 103.84%-103.9pp | 89.72%-89.8pp | 172.34%-172.4pp |
| Employer contribution / active EE | $2,394 | $4,769-49.8% | $4,268-43.9% | $4,379-45.3% |
| Participant deferral / active EE | $14,433 | $6,350+127.3% | $5,630+156.4% | $6,730+114.5% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |