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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 | $278,213 | $140,592+97.9% | $123,105+126.0% | $125,389+121.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -13.80% | 16.80%-30.6pp | 13.22%-27.0pp | 282.24%-296.0pp |
| Employer contribution / active EE | $7,785 | $6,041+28.9% | $5,151+51.1% | $4,866+60.0% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |