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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 | $820,402 | $211,239+288.4% | $178,528+359.5% | $145,877+462.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 2.24% | 30.22%-28.0pp | 27.11%-24.9pp | 551.28%-549.0pp |
| Employer contribution / active EE | $20,729 | $4,570+353.6% | $3,950+424.7% | $4,663+344.6% |
| Participant deferral / active EE | $11,003 | $6,963+58.0% | $6,278+75.3% | $6,691+64.5% |
| Admin fee / account holder | $0 | $12,095-100.0% | $10,419-100.0% | $13,402-100.0% |