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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 | $527,182 | $175,212+200.9% | $149,682+252.2% | $139,427+278.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 7.54% | 166.63%-159.1pp | 134.35%-126.8pp | 373.27%-365.7pp |
| Employer contribution / active EE | $18,603 | $5,475+239.8% | $4,818+286.1% | $4,752+291.5% |
| Participant deferral / active EE | $9,949 | $6,520+52.6% | $5,681+75.1% | $6,711+48.2% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |