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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 | $342,945 | $106,267+222.7% | $96,520+255.3% | $139,456+145.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -1.29% | 38.45%-39.7pp | 35.72%-37.0pp | 373.45%-374.7pp |
| Employer contribution / active EE | $16,945 | $4,105+312.8% | $3,739+353.2% | $4,753+256.5% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $7,882-100.0% | $6,733-100.0% | $11,407-100.0% |