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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 | $1,065,466 | $185,312+475.0% | $161,489+559.8% | $154,746+588.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.34% | 103.84%-96.5pp | 89.72%-82.4pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,743 | $4,769-63.5% | $4,268-59.2% | $4,379-60.2% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $298 | $18,654-98.4% | $16,006-98.1% | $14,365-97.9% |