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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 | $1,001,706 | $110,212+808.9% | $96,534+937.7% | $139,466+618.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.61% | 26.42%-18.8pp | 25.88%-18.3pp | 373.66%-366.0pp |
| Employer contribution / active EE | $46,395 | $3,620+1181.6% | $2,965+1464.5% | $4,754+875.9% |
| Participant deferral / active EE | $2,561 | $5,547-53.8% | $4,851-47.2% | $6,712-61.8% |
| Admin fee / account holder | $28 | $11,599-99.8% | $8,253-99.7% | $11,409-99.8% |