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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 | $724,459 | $99,921+625.0% | $85,009+752.2% | $145,959+396.3% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 7.07% | 83.89%-76.8pp | 66.47%-59.4pp | 561.95%-554.9pp |
| Employer contribution / active EE | $1,250 | $3,233-61.3% | $2,728-54.2% | $4,661-73.2% |
| Participant deferral / active EE | $15,250 | $5,293+188.1% | $4,522+237.3% | $6,689+128.0% |
| Admin fee / account holder | $6 | $7,252-99.9% | $6,153-99.9% | $13,398-100.0% |