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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 | $1,105,656 | $154,228+616.9% | $145,433+660.3% | $137,256+705.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.53% | 74.59%-65.1pp | 66.58%-57.0pp | 220.34%-210.8pp |
| Employer contribution / active EE | $15,263 | $4,804+217.7% | $4,554+235.1% | $4,156+267.3% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $23 | $14,344-99.8% | $13,129-99.8% | $12,270-99.8% |