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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 | $324,999 | $185,312+75.4% | $161,489+101.3% | $154,746+110.0% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 9.83% | 103.84%-94.0pp | 89.72%-79.9pp | 172.34%-162.5pp |
| Employer contribution / active EE | $12,128 | $4,769+154.3% | $4,268+184.1% | $4,379+177.0% |
| Participant deferral / active EE | $9,390 | $6,350+47.9% | $5,630+66.8% | $6,730+39.5% |
| Admin fee / account holder | $243 | $18,654-98.7% | $16,006-98.5% | $14,365-98.3% |