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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 | $980,889 | $178,174+450.5% | $156,181+528.0% | $137,256+614.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 4.48% | 84.19%-79.7pp | 64.87%-60.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $35,392 | $4,972+611.9% | $4,294+724.2% | $4,156+751.6% |
| Participant deferral / active EE | $28,000 | $6,888+306.5% | $6,132+356.6% | $6,407+337.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |