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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 | $432,864 | $201,259+115.1% | $184,200+135.0% | $145,959+196.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.28% | 28.98%-23.7pp | 28.80%-23.5pp | 561.95%-556.7pp |
| Employer contribution / active EE | $6,545 | $7,018-6.7% | $6,424+1.9% | $4,661+40.4% |
| Participant deferral / active EE | $11,500 | $9,806+17.3% | $9,132+25.9% | $6,689+71.9% |
| Admin fee / account holder | $0 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |