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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 | $377,436 | $154,228+144.7% | $145,433+159.5% | $137,256+175.0% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 10.02% | 74.59%-64.6pp | 66.58%-56.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $19,096 | $4,804+297.5% | $4,554+319.3% | $4,156+359.5% |
| Participant deferral / active EE | $8,924 | $8,216+8.6% | $7,897+13.0% | $6,407+39.3% |
| Admin fee / account holder | $45 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |