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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 | $1,430,251 | $149,040+859.6% | $120,225+1089.7% | $137,256+942.0% |
| Participation rate | 75.0% | 75.4%-0.4pp | 69.6%+5.4pp | 80.0%-5.0pp |
| Annual return | 9.44% | 605.68%-596.2pp | 439.23%-429.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $10,600 | $4,350+143.7% | $3,475+205.0% | $4,156+155.1% |
| Participant deferral / active EE | $15,500 | $4,655+233.0% | $3,999+287.6% | $6,407+141.9% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |