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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 | $331,086 | $153,769+115.3% | $133,975+147.1% | $273,972+20.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -4.28% | 36.51%-40.8pp | 29.29%-33.6pp | 41.46%-45.7pp |
| Employer contribution / active EE | $15,900 | $6,029+163.7% | $5,211+205.1% | $4,869+226.6% |
| Participant deferral / active EE | $24,000 | $6,958+244.9% | $6,282+282.1% | $5,287+353.9% |
| Admin fee / account holder | $122 | $11,765-99.0% | $9,324-98.7% | $10,133-98.8% |