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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 | $635,057 | $185,883+241.6% | $170,043+273.5% | $139,466+355.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.35% | 60.54%-55.2pp | 53.40%-48.0pp | 373.66%-368.3pp |
| Employer contribution / active EE | $20,667 | $7,596+172.1% | $6,790+204.4% | $4,754+334.7% |
| Participant deferral / active EE | $7,500 | $11,626-35.5% | $10,410-28.0% | $6,712+11.7% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |