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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 | $497,002 | $97,289+410.9% | $92,805+435.5% | $155,188+220.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 8.22% | 29.03%-20.8pp | 31.59%-23.4pp | 148.84%-140.6pp |
| Employer contribution / active EE | $28,329 | $3,632+680.0% | $3,424+727.3% | $4,248+566.9% |
| Participant deferral / active EE | $17,531 | $8,795+99.3% | $8,448+107.5% | $6,531+168.4% |
| Admin fee / account holder | $0 | $12,015-100.0% | $10,911-100.0% | $14,480-100.0% |