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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 | $368,763 | $172,111+114.3% | $150,298+145.4% | $137,256+168.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | -0.50% | 69.37%-69.9pp | 62.79%-63.3pp | 220.34%-220.8pp |
| Employer contribution / active EE | $2,652 | $4,636-42.8% | $4,154-36.2% | $4,156-36.2% |
| Participant deferral / active EE | $8,389 | $6,166+36.1% | $5,453+53.8% | $6,407+30.9% |
| Admin fee / account holder | $273 | $16,471-98.3% | $14,116-98.1% | $12,270-97.8% |