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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 | $335,496 | $201,372+66.6% | $184,260+82.1% | $145,884+130.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.32% | 29.04%-19.7pp | 28.84%-19.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $4,070 | $7,024-42.1% | $6,427-36.7% | $4,662-12.7% |
| Participant deferral / active EE | $11,237 | $9,808+14.6% | $9,133+23.0% | $6,690+68.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |