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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 | $322,574 | $165,381+95.0% | $149,730+115.4% | $158,966+102.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 5.69% | 348.29%-342.6pp | 276.70%-271.0pp | 302.95%-297.3pp |
| Employer contribution / active EE | $8,298 | $5,104+62.6% | $4,645+78.6% | $4,762+74.2% |
| Participant deferral / active EE | $6,861 | $7,182-4.5% | $6,843+0.3% | $5,983+14.7% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |