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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 | $107,666+361.6% | $102,184+386.4% | $154,746+221.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 8.22% | 29.33%-21.1pp | 31.58%-23.4pp | 172.34%-164.1pp |
| Employer contribution / active EE | $28,329 | $3,846+636.5% | $3,594+688.3% | $4,379+546.9% |
| Participant deferral / active EE | $17,531 | $8,719+101.1% | $8,309+111.0% | $6,730+160.5% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |