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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 | $1,555,108 | $75,962+1947.2% | $154,111+909.1% | $64,173+2323.3% |
| Participation rate | 97.3% | 70.4%+26.9pp | 83.0%+14.3pp | 69.6%+27.7pp |
| Annual return | -8.00% | 30.32%-38.3pp | 735.18%-743.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $30,279 | $3,350+803.9% | $5,298+471.5% | $2,381+1171.8% |
| Participant deferral / active EE | $16,561 | $3,175+421.6% | $5,081+226.0% | $3,470+377.3% |
| Admin fee / account holder | $29 | $5,589-99.5% | $13,411-99.8% | $4,887-99.4% |