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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 | $842,683 | $181,062+365.4% | $158,223+432.6% | $155,188+443.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 4.73% | 57.39%-52.7pp | 52.09%-47.4pp | 148.84%-144.1pp |
| Employer contribution / active EE | $32,616 | $4,565+614.5% | $4,109+693.8% | $4,248+667.8% |
| Participant deferral / active EE | $42,640 | $6,134+595.1% | $5,467+680.0% | $6,531+552.9% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |