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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 | $538,532 | $136,307+295.1% | $106,619+405.1% | $273,972+96.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | -0.84% | 11.05%-11.9pp | 9.42%-10.3pp | 41.46%-42.3pp |
| Employer contribution / active EE | $14,091 | $5,190+171.5% | $3,947+257.0% | $4,869+189.4% |
| Participant deferral / active EE | $8,691 | $4,969+74.9% | $3,930+121.1% | $5,287+64.4% |
| Admin fee / account holder | $5 | $8,625-99.9% | $6,418-99.9% | $10,133-99.9% |