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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 | $497,002 | $102,609+384.4% | $98,090+406.7% | $138,895+257.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 8.22% | 36.44%-28.2pp | 37.05%-28.8pp | 145.39%-137.2pp |
| Employer contribution / active EE | $28,329 | $3,867+632.5% | $3,606+685.5% | $4,194+575.4% |
| Participant deferral / active EE | $17,531 | $8,167+114.7% | $7,845+123.5% | $6,396+174.1% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |