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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 | $440,916 | $209,336+110.6% | $197,124+123.7% | $137,256+221.2% |
| Participation rate | 88.9% | 87.3%+1.6pp | 86.7%+2.2pp | 80.0%+8.9pp |
| Annual return | 10.58% | 48.09%-37.5pp | 44.34%-33.8pp | 220.34%-209.8pp |
| Employer contribution / active EE | $6,120 | $6,591-7.1% | $6,227-1.7% | $4,156+47.3% |
| Participant deferral / active EE | $4,042 | $9,614-58.0% | $9,135-55.8% | $6,407-36.9% |
| Admin fee / account holder | $126 | $17,308-99.3% | $16,298-99.2% | $12,270-99.0% |