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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 | $331,596 | $154,228+115.0% | $145,433+128.0% | $137,256+141.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 0.84% | 74.59%-73.7pp | 66.58%-65.7pp | 220.34%-219.5pp |
| Employer contribution / active EE | $46,000 | $4,804+857.5% | $4,554+910.0% | $4,156+1006.8% |
| Participant deferral / active EE | $29,000 | $8,216+253.0% | $7,897+267.2% | $6,407+352.6% |
| Admin fee / account holder | $70 | $14,344-99.5% | $13,129-99.5% | $12,270-99.4% |