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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 | $766,133 | $201,344+280.5% | $184,243+315.8% | $145,877+425.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 5.19% | 29.01%-23.8pp | 28.82%-23.6pp | 551.28%-546.1pp |
| Employer contribution / active EE | $40,000 | $7,022+469.6% | $6,427+522.4% | $4,663+757.8% |
| Participant deferral / active EE | $30,000 | $9,807+205.9% | $9,132+228.5% | $6,691+348.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |