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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 | $1,128,739 | $156,398+621.7% | $147,318+666.2% | $138,895+712.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 9.77% | 78.75%-69.0pp | 70.43%-60.7pp | 145.39%-135.6pp |
| Employer contribution / active EE | $28,034 | $4,853+477.6% | $4,593+510.4% | $4,194+568.4% |
| Participant deferral / active EE | $3,600 | $8,237-56.3% | $7,906-54.5% | $6,396-43.7% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |