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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 | $298,737 | $181,896+64.2% | $156,551+90.8% | $273,972+9.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -8.84% | 30.74%-39.6pp | 32.23%-41.1pp | 41.46%-50.3pp |
| Employer contribution / active EE | $16,672 | $6,248+166.8% | $5,501+203.1% | $4,869+242.4% |
| Participant deferral / active EE | $6,000 | $5,550+8.1% | $4,871+23.2% | $5,287+13.5% |
| Admin fee / account holder | $38 | $15,560-99.8% | $13,028-99.7% | $10,133-99.6% |