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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 | $386,846 | $129,737+198.2% | $119,126+224.7% | $154,746+150.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 7.97% | 379.08%-371.1pp | 282.11%-274.1pp | 172.34%-164.4pp |
| Employer contribution / active EE | $9,389 | $4,375+114.6% | $4,034+132.8% | $4,379+114.4% |
| Participant deferral / active EE | $7,196 | $5,842+23.2% | $5,318+35.3% | $6,730+6.9% |
| Admin fee / account holder | $44 | $11,961-99.6% | $10,693-99.6% | $14,365-99.7% |