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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 | $996,934 | $136,860+628.4% | $120,344+728.4% | $154,746+544.2% |
| Participation rate | 93.8% | 79.9%+13.9pp | 76.7%+17.0pp | 80.7%+13.0pp |
| Annual return | 8.65% | 21.38%-12.7pp | 20.30%-11.7pp | 172.34%-163.7pp |
| Employer contribution / active EE | $42,467 | $3,533+1102.0% | $3,020+1306.1% | $4,379+869.8% |
| Participant deferral / active EE | $4,323 | $5,793-25.4% | $5,135-15.8% | $6,730-35.8% |
| Admin fee / account holder | $33 | $15,393-99.8% | $12,742-99.7% | $14,365-99.8% |