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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 | $689,065 | $172,111+300.4% | $150,298+358.5% | $137,256+402.0% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 5.28% | 69.37%-64.1pp | 62.79%-57.5pp | 220.34%-215.1pp |
| Employer contribution / active EE | $20,640 | $4,636+345.2% | $4,154+396.9% | $4,156+396.6% |
| Participant deferral / active EE | $21,915 | $6,166+255.4% | $5,453+301.9% | $6,407+242.1% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |