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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 | $223,823+99.1% | $211,142+111.1% | $154,746+188.0% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 6.70% | 50.39%-43.7pp | 46.84%-40.1pp | 172.34%-165.6pp |
| Employer contribution / active EE | $41,513 | $6,787+511.7% | $6,442+544.4% | $4,379+848.0% |
| Participant deferral / active EE | $10,250 | $9,750+5.1% | $9,284+10.4% | $6,730+52.3% |
| Admin fee / account holder | $0 | $19,707-100.0% | $19,076-100.0% | $14,365-100.0% |