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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 | $283,151 | $232,540+21.8% | $185,117+53.0% | $147,586+91.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -2.43% | 43.03%-45.5pp | 40.50%-42.9pp | 578.59%-581.0pp |
| Employer contribution / active EE | $1,143 | $5,195-78.0% | $4,182-72.7% | $4,876-76.6% |
| Participant deferral / active EE | $6,250 | $5,834+7.1% | $5,045+23.9% | $5,439+14.9% |
| Admin fee / account holder | $25 | $10,275-99.8% | $8,159-99.7% | $10,886-99.8% |