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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 | $102,609+319.1% | $98,090+338.4% | $138,895+209.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | -5.84% | 36.44%-42.3pp | 37.05%-42.9pp | 145.39%-151.2pp |
| Employer contribution / active EE | $4,252 | $3,867+9.9% | $3,606+17.9% | $4,194+1.4% |
| Participant deferral / active EE | $32,875 | $8,167+302.5% | $7,845+319.1% | $6,396+414.0% |
| Admin fee / account holder | $7 | $11,434-99.9% | $11,815-99.9% | $12,562-99.9% |