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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 | $481,454 | $127,386+277.9% | $115,037+318.5% | $125,388+284.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -9.39% | 31.28%-40.7pp | 26.14%-35.5pp | 282.24%-291.6pp |
| Employer contribution / active EE | $15,037 | $5,166+191.1% | $4,608+226.3% | $4,866+209.0% |
| Participant deferral / active EE | $15,000 | $6,423+133.5% | $6,026+148.9% | $5,352+180.3% |
| Admin fee / account holder | $0 | $9,516-100.0% | $8,175-100.0% | $9,541-100.0% |