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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 | $849,111 | $201,372+321.7% | $184,260+360.8% | $145,884+482.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.86% | 29.04%-20.2pp | 28.84%-20.0pp | 551.85%-543.0pp |
| Employer contribution / active EE | $22,863 | $7,024+225.5% | $6,427+255.7% | $4,662+390.4% |
| Participant deferral / active EE | $15,900 | $9,808+62.1% | $9,133+74.1% | $6,690+137.7% |
| Admin fee / account holder | $23 | $16,362-99.9% | $13,898-99.8% | $13,392-99.8% |