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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 | $948,951 | $107,368+783.8% | $92,915+921.3% | $152,909+520.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | -2.18% | 145.64%-147.8pp | 109.45%-111.6pp | 345.46%-347.6pp |
| Employer contribution / active EE | $4,725 | $4,222+11.9% | $3,653+29.3% | $4,764-0.8% |
| Participant deferral / active EE | $8,040 | $4,848+65.8% | $4,238+89.7% | $5,851+37.4% |
| Admin fee / account holder | $130 | $7,082-98.2% | $5,796-97.8% | $11,601-98.9% |