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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 | $391,695 | $106,280+268.6% | $96,538+305.7% | $139,487+180.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | -6.19% | 38.48%-44.7pp | 35.74%-41.9pp | 373.84%-380.0pp |
| Employer contribution / active EE | $5,411 | $4,107+31.7% | $3,740+44.7% | $4,755+13.8% |
| Participant deferral / active EE | $3,532 | $5,457-35.3% | $4,880-27.6% | $6,713-47.4% |
| Admin fee / account holder | $0 | $7,888-100.0% | $6,737-100.0% | $11,407-100.0% |