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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 | $699,790 | $124,330+462.9% | $109,173+541.0% | $167,536+317.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 0.02% | 26.04%-26.0pp | 25.75%-25.7pp | 478.82%-478.8pp |
| Employer contribution / active EE | $19,391 | $4,209+360.7% | $3,723+420.9% | $4,839+300.7% |
| Participant deferral / active EE | $13,000 | $5,256+147.3% | $4,654+179.3% | $6,342+105.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |