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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 | $1,444,756 | $154,228+836.8% | $145,433+893.4% | $137,256+952.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.14% | 74.59%-65.4pp | 66.58%-57.4pp | 220.34%-211.2pp |
| Employer contribution / active EE | $52,000 | $4,804+982.4% | $4,554+1041.7% | $4,156+1151.2% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |