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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 | $696,928 | $209,336+232.9% | $197,124+253.5% | $137,256+407.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.29% | 48.09%-39.8pp | 44.34%-36.1pp | 220.34%-212.0pp |
| Employer contribution / active EE | $19,191 | $6,591+191.2% | $6,227+208.2% | $4,156+361.8% |
| Participant deferral / active EE | $13,371 | $9,614+39.1% | $9,135+46.4% | $6,407+108.7% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |