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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 | $1,164,290 | $154,228+654.9% | $145,433+700.6% | $137,256+748.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | -1.88% | 74.59%-76.5pp | 66.58%-68.5pp | 220.34%-222.2pp |
| Employer contribution / active EE | $3,638 | $4,804-24.3% | $4,554-20.1% | $4,156-12.5% |
| Participant deferral / active EE | $31,686 | $8,216+285.6% | $7,897+301.2% | $6,407+394.6% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |