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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 | $1,205,904 | $156,398+671.0% | $147,318+718.6% | $138,895+768.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.40% | 78.75%-70.3pp | 70.43%-62.0pp | 145.39%-137.0pp |
| Employer contribution / active EE | $23,250 | $4,853+379.1% | $4,593+406.2% | $4,194+454.3% |
| Participant deferral / active EE | $15,500 | $8,237+88.2% | $7,906+96.0% | $6,396+142.3% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |