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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 | $201,344+163.6% | $184,243+188.1% | $145,877+263.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.31% | 29.01%-23.7pp | 28.82%-23.5pp | 551.28%-546.0pp |
| Employer contribution / active EE | $24,500 | $7,022+248.9% | $6,427+281.2% | $4,663+425.4% |
| Participant deferral / active EE | $21,272 | $9,807+116.9% | $9,132+132.9% | $6,691+217.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |