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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 | $307,947 | $127,387+141.7% | $115,038+167.7% | $125,389+145.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -5.75% | 31.28%-37.0pp | 26.14%-31.9pp | 282.24%-288.0pp |
| Employer contribution / active EE | $1,754 | $5,166-66.0% | $4,608-61.9% | $4,866-64.0% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |