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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 | $2,569,553 | $107,666+2286.6% | $102,184+2414.6% | $154,746+1560.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 9.71% | 29.33%-19.6pp | 31.58%-21.9pp | 172.34%-162.6pp |
| Employer contribution / active EE | $46,500 | $3,846+1109.0% | $3,594+1193.9% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $8,719+212.5% | $8,309+228.0% | $6,730+304.9% |
| Admin fee / account holder | $0 | $12,943-100.0% | $11,609-100.0% | $14,365-100.0% |