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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 | $102,609+2404.2% | $98,090+2519.6% | $138,895+1750.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.71% | 36.44%-26.7pp | 37.05%-27.3pp | 145.39%-135.7pp |
| Employer contribution / active EE | $46,500 | $3,867+1102.4% | $3,606+1189.4% | $4,194+1008.7% |
| Participant deferral / active EE | $27,250 | $8,167+233.7% | $7,845+247.4% | $6,396+326.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |