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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 | $682,138 | $201,344+238.8% | $184,243+270.2% | $145,877+367.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.61% | 29.01%-22.4pp | 28.82%-22.2pp | 551.28%-544.7pp |
| Employer contribution / active EE | $35,682 | $7,022+408.1% | $6,427+455.2% | $4,663+665.2% |
| Participant deferral / active EE | $26,900 | $9,807+174.3% | $9,132+194.6% | $6,691+302.1% |
| Admin fee / account holder | $141 | $16,382-99.1% | $13,914-99.0% | $13,402-98.9% |