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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 | $429,998 | $97,289+342.0% | $92,805+363.3% | $155,188+177.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | -5.84% | 29.03%-34.9pp | 31.59%-37.4pp | 148.84%-154.7pp |
| Employer contribution / active EE | $4,252 | $3,632+17.1% | $3,424+24.2% | $4,248+0.1% |
| Participant deferral / active EE | $32,875 | $8,795+273.8% | $8,448+289.2% | $6,531+403.4% |
| Admin fee / account holder | $7 | $12,015-99.9% | $10,911-99.9% | $14,480-100.0% |