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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 | $290,562 | $112,729+157.8% | $98,716+194.3% | $137,256+111.7% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | -1.57% | 38.48%-40.1pp | 31.81%-33.4pp | 220.34%-221.9pp |
| Employer contribution / active EE | $8,035 | $2,725+194.8% | $2,279+252.6% | $4,156+93.3% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |