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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 | $283,105 | $112,729+151.1% | $98,716+186.8% | $137,256+106.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -18.23% | 38.48%-56.7pp | 31.81%-50.0pp | 220.34%-238.6pp |
| Employer contribution / active EE | $1,000 | $2,725-63.3% | $2,279-56.1% | $4,156-75.9% |
| Participant deferral / active EE | $1,250 | $4,640-73.1% | $4,048-69.1% | $6,407-80.5% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |