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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 | $1,655,365 | $209,336+690.8% | $197,124+739.8% | $137,256+1106.0% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 5.28% | 48.09%-42.8pp | 44.34%-39.1pp | 220.34%-215.1pp |
| Employer contribution / active EE | $22,669 | $6,591+244.0% | $6,227+264.0% | $4,156+445.4% |
| Participant deferral / active EE | $15,905 | $9,614+65.4% | $9,135+74.1% | $6,407+148.3% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |