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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 | $478,671 | $107,733+344.3% | $92,985+414.8% | $154,746+209.3% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 6.68% | 30.39%-23.7pp | 27.99%-21.3pp | 172.34%-165.7pp |
| Employer contribution / active EE | $14,835 | $3,126+374.5% | $2,662+457.2% | $4,379+238.8% |
| Participant deferral / active EE | $19,526 | $5,053+286.4% | $4,377+346.1% | $6,730+190.1% |
| Admin fee / account holder | $0 | $11,369-100.0% | $9,463-100.0% | $14,365-100.0% |