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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 | $590,756 | $209,336+182.2% | $197,124+199.7% | $137,256+330.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 3.29% | 48.09%-44.8pp | 44.34%-41.1pp | 220.34%-217.0pp |
| Employer contribution / active EE | $12,333 | $6,591+87.1% | $6,227+98.0% | $4,156+196.8% |
| Participant deferral / active EE | $16,333 | $9,614+69.9% | $9,135+78.8% | $6,407+154.9% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |