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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 | $1,316,459 | $201,372+553.7% | $184,260+614.5% | $145,884+802.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.85% | 29.04%-20.2pp | 28.84%-20.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $25,527 | $7,024+263.4% | $6,427+297.1% | $4,662+447.5% |
| Participant deferral / active EE | $19,500 | $9,808+98.8% | $9,133+113.5% | $6,690+191.5% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |