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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 | $1,004,794 | $162,136+519.7% | $152,301+559.7% | $154,746+549.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.17% | 91.02%-84.9pp | 80.50%-74.3pp | 172.34%-166.2pp |
| Employer contribution / active EE | $46,000 | $4,890+840.6% | $4,624+894.7% | $4,379+950.5% |
| Participant deferral / active EE | $30,500 | $8,341+265.7% | $8,004+281.1% | $6,730+353.2% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |