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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 | $136,860+843.3% | $120,344+972.8% | $154,746+734.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 4.42% | 21.38%-17.0pp | 20.30%-15.9pp | 172.34%-167.9pp |
| Employer contribution / active EE | $61,654 | $3,533+1645.1% | $3,020+1941.4% | $4,379+1307.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $13 | $15,393-99.9% | $12,742-99.9% | $14,365-99.9% |