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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 | $992,128 | $184,014+439.2% | $161,149+515.7% | $138,895+614.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.24% | 21.52%-12.3pp | 21.16%-11.9pp | 145.39%-136.1pp |
| Employer contribution / active EE | $22,425 | $5,055+343.6% | $4,360+414.3% | $4,194+434.7% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,027-100.0% | $15,194-100.0% | $12,562-100.0% |