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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 | $737,601 | $157,296+368.9% | $141,191+422.4% | $152,897+382.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 11.48% | 64.34%-52.9pp | 71.41%-59.9pp | 345.43%-333.9pp |
| Employer contribution / active EE | $11,048 | $5,262+109.9% | $4,736+133.3% | $4,764+131.9% |
| Participant deferral / active EE | $19,342 | $7,111+172.0% | $6,710+188.3% | $5,851+230.6% |
| Admin fee / account holder | $15 | $12,125-99.9% | $10,264-99.9% | $11,599-99.9% |