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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 | $530,799 | $201,372+163.6% | $184,260+188.1% | $145,884+263.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.31% | 29.04%-23.7pp | 28.84%-23.5pp | 551.85%-546.5pp |
| Employer contribution / active EE | $24,500 | $7,024+248.8% | $6,427+281.2% | $4,662+425.5% |
| Participant deferral / active EE | $21,272 | $9,808+116.9% | $9,133+132.9% | $6,690+218.0% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |