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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 | $1,601,029 | $172,111+830.2% | $150,298+965.2% | $137,256+1066.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.39% | 69.37%-61.0pp | 62.79%-54.4pp | 220.34%-212.0pp |
| Employer contribution / active EE | $46,500 | $4,636+903.0% | $4,154+1019.4% | $4,156+1018.9% |
| Participant deferral / active EE | $31,000 | $6,166+402.8% | $5,453+468.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |