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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 | $1,291,064 | $124,425+937.6% | $112,040+1052.3% | $137,256+840.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.42% | 24.72%-20.3pp | 24.52%-20.1pp | 220.34%-215.9pp |
| Employer contribution / active EE | $61,654 | $3,411+1707.3% | $2,954+1987.1% | $4,156+1383.5% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $13 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |