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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 | $573,782 | $174,379+229.0% | $152,093+277.3% | $138,895+313.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 4.05% | 74.86%-70.8pp | 66.36%-62.3pp | 145.39%-141.3pp |
| Employer contribution / active EE | $12,933 | $4,652+178.0% | $4,175+209.8% | $4,194+208.4% |
| Participant deferral / active EE | $28,500 | $6,159+362.7% | $5,451+422.8% | $6,396+345.6% |
| Admin fee / account holder | $0 | $16,880-100.0% | $14,497-100.0% | $12,562-100.0% |