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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 | $594,236 | $136,307+336.0% | $106,619+457.3% | $273,972+116.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -2.85% | 11.05%-13.9pp | 9.42%-12.3pp | 41.46%-44.3pp |
| Employer contribution / active EE | $14,333 | $5,190+176.2% | $3,947+263.2% | $4,869+194.4% |
| Participant deferral / active EE | $18,333 | $4,969+268.9% | $3,930+366.5% | $5,287+246.7% |
| Admin fee / account holder | $0 | $8,625-100.0% | $6,418-100.0% | $10,133-100.0% |