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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 | $2,179,733 | $172,111+1166.5% | $150,298+1350.3% | $137,256+1488.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.65% | 69.37%-59.7pp | 62.79%-53.1pp | 220.34%-210.7pp |
| Employer contribution / active EE | $18,925 | $4,636+308.2% | $4,154+355.6% | $4,156+355.4% |
| Participant deferral / active EE | $11,103 | $6,166+80.1% | $5,453+103.6% | $6,407+73.3% |
| Admin fee / account holder | $34 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |