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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 | $300,968 | $160,040+88.1% | $147,096+104.6% | $145,877+106.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.33% | 98.49%-95.2pp | 419.75%-416.4pp | 551.28%-548.0pp |
| Employer contribution / active EE | $4,019 | $5,289-24.0% | $4,936-18.6% | $4,663-13.8% |
| Participant deferral / active EE | $9,000 | $8,429+6.8% | $8,071+11.5% | $6,691+34.5% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |