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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 | $551,655 | $140,592+292.4% | $123,105+348.1% | $125,389+340.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -3.88% | 16.80%-20.7pp | 13.22%-17.1pp | 282.24%-286.1pp |
| Employer contribution / active EE | $20,344 | $6,041+236.8% | $5,151+295.0% | $4,866+318.1% |
| Participant deferral / active EE | $13,505 | $6,980+93.5% | $6,229+116.8% | $5,352+152.3% |
| Admin fee / account holder | $100 | $11,198-99.1% | $9,014-98.9% | $9,541-99.0% |