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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 | $872,701 | $162,821+436.0% | $133,978+551.4% | $158,982+448.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.89% | 41.95%-44.8pp | 45.10%-48.0pp | 302.99%-305.9pp |
| Employer contribution / active EE | $25,303 | $4,976+408.5% | $3,919+545.6% | $4,763+431.3% |
| Participant deferral / active EE | $20,139 | $5,910+240.7% | $5,047+299.0% | $5,983+236.6% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |