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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 | $312,307 | $209,422+49.1% | $178,503+75.0% | $158,982+96.4% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1.51% | 188.81%-187.3pp | 151.12%-149.6pp | 302.99%-301.5pp |
| Employer contribution / active EE | $8,908 | $5,707+56.1% | $5,011+77.8% | $4,763+87.0% |
| Participant deferral / active EE | $8,500 | $5,955+42.7% | $5,202+63.4% | $5,983+42.1% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |