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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 | $320,720 | $102,609+212.6% | $98,090+227.0% | $138,895+130.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.59% | 36.44%-24.8pp | 37.05%-25.5pp | 145.39%-133.8pp |
| Employer contribution / active EE | $3,329 | $3,867-13.9% | $3,606-7.7% | $4,194-20.6% |
| Participant deferral / active EE | $18,167 | $8,167+122.4% | $7,845+131.6% | $6,396+184.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |