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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 | $309,519 | $135,956+127.7% | $123,894+149.8% | $273,972+13.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.51% | 56.63%-53.1pp | 47.52%-44.0pp | 41.46%-37.9pp |
| Employer contribution / active EE | $2,289 | $5,170-55.7% | $4,617-50.4% | $4,869-53.0% |
| Participant deferral / active EE | $9,504 | $6,343+49.8% | $5,984+58.8% | $5,287+79.8% |
| Admin fee / account holder | $21 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |