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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 | $338,280 | $127,387+165.6% | $115,038+194.1% | $125,389+169.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.05% | 31.28%-35.3pp | 26.14%-30.2pp | 282.24%-286.3pp |
| Employer contribution / active EE | $8,500 | $5,166+64.5% | $4,608+84.5% | $4,866+74.7% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $36 | $9,516-99.6% | $8,175-99.6% | $9,541-99.6% |