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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 | $507,690 | $183,592+176.5% | $155,567+226.3% | $145,959+247.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.91% | 61.24%-55.3pp | 64.74%-58.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $3,968 | $5,315-25.3% | $4,674-15.1% | $4,661-14.9% |
| Participant deferral / active EE | $18,528 | $6,464+186.6% | $5,628+229.2% | $6,689+177.0% |
| Admin fee / account holder | $11 | $19,318-99.9% | $15,916-99.9% | $13,398-99.9% |