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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 | $529,392 | $103,392+412.0% | $87,104+507.8% | $152,897+246.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.82% | 28.10%-21.3pp | 28.19%-21.4pp | 345.43%-338.6pp |
| Employer contribution / active EE | $16,800 | $3,221+421.6% | $2,521+566.3% | $4,764+252.7% |
| Participant deferral / active EE | $25,000 | $4,778+423.2% | $4,048+517.5% | $5,851+327.3% |
| Admin fee / account holder | $0 | $12,194-100.0% | $7,491-100.0% | $11,599-100.0% |