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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 | $1,117,949 | $156,398+614.8% | $147,318+658.9% | $138,895+704.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 2.72% | 78.75%-76.0pp | 70.43%-67.7pp | 145.39%-142.7pp |
| Employer contribution / active EE | $27,005 | $4,853+456.4% | $4,593+488.0% | $4,194+543.9% |
| Participant deferral / active EE | $17,586 | $8,237+113.5% | $7,906+122.4% | $6,396+174.9% |
| Admin fee / account holder | $20 | $14,976-99.9% | $13,708-99.9% | $12,562-99.8% |