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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 | $513,771 | $198,457+158.9% | $170,435+201.4% | $147,586+248.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 6.13% | 257.30%-251.2pp | 205.94%-199.8pp | 578.59%-572.5pp |
| Employer contribution / active EE | $13,967 | $6,183+125.9% | $5,432+157.1% | $4,876+186.4% |
| Participant deferral / active EE | $17,800 | $5,629+216.2% | $4,939+260.4% | $5,439+227.3% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |