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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 | $306,179 | $153,769+99.1% | $133,975+128.5% | $273,972+11.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -5.07% | 36.51%-41.6pp | 29.29%-34.4pp | 41.46%-46.5pp |
| Employer contribution / active EE | $49,000 | $6,029+712.8% | $5,211+840.3% | $4,869+906.4% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,282-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,133-100.0% |