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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 | $266,656 | $176,786+50.8% | $146,643+81.8% | $167,536+59.2% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 4.88% | 24.04%-19.2pp | 22.75%-17.9pp | 478.82%-473.9pp |
| Employer contribution / active EE | $23,526 | $5,161+355.8% | $4,137+468.7% | $4,839+386.2% |
| Participant deferral / active EE | $15,250 | $6,440+136.8% | $5,506+177.0% | $6,342+140.5% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,280-100.0% | $12,315-100.0% |