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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 | $897,484 | $212,386+322.6% | $199,883+349.0% | $138,895+546.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 11.07% | 47.75%-36.7pp | 43.81%-32.7pp | 145.39%-134.3pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $28,500 | $9,617+196.3% | $9,138+211.9% | $6,396+345.6% |
| Admin fee / account holder | $42 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |