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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 | $807,411 | $223,823+260.7% | $211,142+282.4% | $154,746+421.8% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 7.17% | 50.39%-43.2pp | 46.84%-39.7pp | 172.34%-165.2pp |
| Employer contribution / active EE | $5,000 | $6,787-26.3% | $6,442-22.4% | $4,379+14.2% |
| Participant deferral / active EE | $21,917 | $9,750+124.8% | $9,284+136.1% | $6,730+225.6% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |