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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 | $384,421 | $183,592+109.4% | $155,567+147.1% | $145,959+163.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.69% | 61.24%-55.5pp | 64.74%-59.0pp | 561.95%-556.3pp |
| Employer contribution / active EE | $4,970 | $5,315-6.5% | $4,674+6.3% | $4,661+6.6% |
| Participant deferral / active EE | $9,713 | $6,464+50.3% | $5,628+72.6% | $6,689+45.2% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |