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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 | $282,606 | $155,555+81.7% | $146,866+92.4% | $155,188+82.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | -8.45% | 115.41%-123.9pp | 102.85%-111.3pp | 148.84%-157.3pp |
| Employer contribution / active EE | $4,578 | $4,647-1.5% | $4,425+3.5% | $4,248+7.8% |
| Participant deferral / active EE | $23,500 | $8,044+192.1% | $7,759+202.9% | $6,531+259.8% |
| Admin fee / account holder | $0 | $14,755-100.0% | $13,620-100.0% | $14,480-100.0% |