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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 | $377,605 | $88,815+325.2% | $81,882+361.2% | $145,897+158.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 8.34% | 1033.75%-1025.4pp | 779.47%-771.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $19,056 | $3,086+517.4% | $2,916+553.5% | $4,663+308.7% |
| Participant deferral / active EE | $15,250 | $4,647+228.1% | $4,323+252.8% | $6,689+128.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |