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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 | $512,636 | $140,592+264.6% | $123,105+316.4% | $125,389+308.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.04% | 16.80%-22.8pp | 13.22%-19.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $3,597 | $6,041-40.5% | $5,151-30.2% | $4,866-26.1% |
| Participant deferral / active EE | $11,869 | $6,980+70.0% | $6,229+90.5% | $5,352+121.8% |
| Admin fee / account holder | $2 | $11,198-100.0% | $9,014-100.0% | $9,541-100.0% |