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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 | $970,160 | $185,883+421.9% | $170,043+470.5% | $139,466+595.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 3.67% | 60.54%-56.9pp | 53.40%-49.7pp | 373.66%-370.0pp |
| Employer contribution / active EE | $53,220 | $7,596+600.6% | $6,790+683.8% | $4,754+1019.5% |
| Participant deferral / active EE | $15,000 | $11,626+29.0% | $10,410+44.1% | $6,712+123.5% |
| Admin fee / account holder | $18 | $15,393-99.9% | $12,824-99.9% | $11,409-99.8% |