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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 | $430,691 | $107,809+299.5% | $97,032+343.9% | $155,188+177.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | -2.50% | 38.06%-40.6pp | 35.38%-37.9pp | 148.84%-151.3pp |
| Employer contribution / active EE | $0 | $2,911-100.0% | $2,629-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $15,000 | $5,129+192.4% | $4,672+221.0% | $6,531+129.7% |
| Admin fee / account holder | $0 | $10,717-100.0% | $9,418-100.0% | $14,480-100.0% |