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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 | $250,220 | $154,193+62.3% | $130,045+92.4% | $139,466+79.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 9.01% | 32.51%-23.5pp | -137.30%+146.3pp | 373.66%-364.7pp |
| Employer contribution / active EE | $4,191 | $5,292-20.8% | $4,321-3.0% | $4,754-11.8% |
| Participant deferral / active EE | $15,980 | $6,709+138.2% | $5,820+174.6% | $6,712+138.1% |
| Admin fee / account holder | $106 | $13,989-99.2% | $10,600-99.0% | $11,409-99.1% |