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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 | $100,970+2444.9% | $96,576+2560.7% | $137,256+1772.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 9.71% | 38.16%-28.5pp | 38.47%-28.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $46,500 | $3,809+1120.7% | $3,553+1208.7% | $4,156+1018.9% |
| Participant deferral / active EE | $27,250 | $8,286+228.9% | $7,956+242.5% | $6,407+325.3% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |