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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 | $776,101 | $75,935+922.1% | $60,547+1181.8% | $125,389+519.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -3.71% | -5.38%+1.7pp | 335.64%-339.4pp | 282.24%-286.0pp |
| Employer contribution / active EE | $7,800 | $3,438+126.9% | $2,419+222.4% | $4,866+60.3% |
| Participant deferral / active EE | $24,000 | $4,506+432.6% | $3,328+621.2% | $5,352+348.5% |
| Admin fee / account holder | $0 | $6,768-100.0% | $4,536-100.0% | $9,541-100.0% |