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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 | $296,046 | $135,956+117.8% | $123,894+139.0% | $273,972+8.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | -1.56% | 56.63%-58.2pp | 47.52%-49.1pp | 41.46%-43.0pp |
| Employer contribution / active EE | $10,000 | $5,170+93.4% | $4,617+116.6% | $4,869+105.4% |
| Participant deferral / active EE | $18,000 | $6,343+183.8% | $5,984+200.8% | $5,287+240.4% |
| Admin fee / account holder | $199 | $9,817-98.0% | $8,357-97.6% | $10,133-98.0% |