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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 | $851,838 | $152,619+458.1% | $125,195+580.4% | $152,909+457.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 6.04% | 54.85%-48.8pp | 43.79%-37.8pp | 345.46%-339.4pp |
| Employer contribution / active EE | $24,358 | $4,947+392.3% | $3,866+530.0% | $4,764+411.3% |
| Participant deferral / active EE | $19,750 | $5,869+236.5% | $4,937+300.0% | $5,851+237.5% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,601-100.0% |