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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 | $500,358 | $127,386+292.8% | $115,037+335.0% | $125,388+299.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -6.03% | 31.28%-37.3pp | 26.14%-32.2pp | 282.24%-288.3pp |
| Employer contribution / active EE | $10,802 | $5,166+109.1% | $4,608+134.4% | $4,866+122.0% |
| Participant deferral / active EE | $8,417 | $6,423+31.0% | $6,026+39.7% | $5,352+57.3% |
| Admin fee / account holder | $215 | $9,516-97.7% | $8,175-97.4% | $9,541-97.8% |