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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 | $688,271 | $154,228+346.3% | $145,433+373.3% | $137,256+401.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.75% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $34,752 | $4,804+623.4% | $4,554+663.0% | $4,156+736.2% |
| Participant deferral / active EE | $17,500 | $8,216+113.0% | $7,897+121.6% | $6,407+173.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |