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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 | $284,079 | $227,291+25.0% | $214,702+32.3% | $155,188+83.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | -0.11% | 60.08%-60.2pp | 54.55%-54.7pp | 148.84%-148.9pp |
| Employer contribution / active EE | $20,519 | $6,772+203.0% | $6,461+217.6% | $4,248+383.0% |
| Participant deferral / active EE | $13,382 | $9,582+39.7% | $9,147+46.3% | $6,531+104.9% |
| Admin fee / account holder | $22 | $20,413-99.9% | $19,830-99.9% | $14,480-99.8% |