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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 | $977,652 | $176,838+452.9% | $146,685+566.5% | $167,518+483.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 8.69% | 24.04%-15.3pp | 22.75%-14.1pp | 478.71%-470.0pp |
| Employer contribution / active EE | $4,321 | $5,161-16.3% | $4,137+4.4% | $4,838-10.7% |
| Participant deferral / active EE | $18,125 | $6,441+181.4% | $5,507+229.2% | $6,342+185.8% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,312-100.0% |