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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 | $445,726 | $209,336+112.9% | $197,124+126.1% | $137,256+224.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 6.70% | 48.09%-41.4pp | 44.34%-37.6pp | 220.34%-213.6pp |
| Employer contribution / active EE | $41,513 | $6,591+529.9% | $6,227+566.6% | $4,156+898.9% |
| Participant deferral / active EE | $10,250 | $9,614+6.6% | $9,135+12.2% | $6,407+60.0% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |