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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 | $326,345 | $87,733+272.0% | $106,551+206.3% | $85,856+280.1% |
| Participation rate | 97.2% | 71.9%+25.3pp | 76.1%+21.1pp | 69.3%+27.9pp |
| Annual return | -5.54% | 21.86%-27.4pp | 26.80%-32.3pp | 318.58%-324.1pp |
| Employer contribution / active EE | $12,500 | $2,073+503.0% | $2,819+343.4% | $2,565+387.3% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $6,767-100.0% | $7,408-100.0% | $6,261-100.0% |