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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 | $1,106,968 | $148,623+644.8% | $135,974+714.1% | $139,466+693.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.63% | 79.30%-67.7pp | 68.30%-56.7pp | 373.66%-362.0pp |
| Employer contribution / active EE | $43,500 | $5,246+729.1% | $4,859+795.3% | $4,754+815.0% |
| Participant deferral / active EE | $25,000 | $8,103+208.5% | $7,760+222.2% | $6,712+272.5% |
| Admin fee / account holder | $52 | $12,406-99.6% | $10,767-99.5% | $11,409-99.5% |