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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 | $268,518 | $111,814+140.1% | $103,378+159.7% | $145,978+83.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.63% | 24.80%-17.2pp | 24.91%-17.3pp | 550.52%-542.9pp |
| Employer contribution / active EE | $8,126 | $4,215+92.8% | $3,870+110.0% | $4,662+74.3% |
| Participant deferral / active EE | $15,250 | $5,618+171.5% | $5,058+201.5% | $6,690+128.0% |
| Admin fee / account holder | $20 | $9,764-99.8% | $8,401-99.8% | $13,400-99.9% |