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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 | $481,793 | $132,310+264.1% | $105,754+355.6% | $273,972+75.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | -3.35% | 10.08%-13.4pp | 12.25%-15.6pp | 41.46%-44.8pp |
| Employer contribution / active EE | $20,034 | $4,867+311.7% | $4,079+391.2% | $4,869+311.5% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $12,036-100.0% | $8,309-100.0% | $10,133-100.0% |