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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 | $591,628 | $140,592+320.8% | $123,105+380.6% | $125,389+371.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.94% | 16.80%-21.7pp | 13.22%-18.2pp | 282.24%-287.2pp |
| Employer contribution / active EE | $8,177 | $6,041+35.4% | $5,151+58.7% | $4,866+68.0% |
| Participant deferral / active EE | $5,290 | $6,980-24.2% | $6,229-15.1% | $5,352-1.2% |
| Admin fee / account holder | $157 | $11,198-98.6% | $9,014-98.3% | $9,541-98.4% |