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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 | $587,512 | $201,370+191.8% | $184,256+218.9% | $145,897+302.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.49% | 29.05%-19.6pp | 28.85%-19.4pp | 552.29%-542.8pp |
| Employer contribution / active EE | $17,475 | $7,024+148.8% | $6,427+171.9% | $4,663+274.8% |
| Participant deferral / active EE | $25,233 | $9,808+157.3% | $9,133+176.3% | $6,689+277.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |