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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 | $755,096 | $148,623+408.1% | $135,974+455.3% | $139,466+441.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.09% | 79.30%-68.2pp | 68.30%-57.2pp | 373.66%-362.6pp |
| Employer contribution / active EE | $21,830 | $5,246+316.1% | $4,859+349.3% | $4,754+359.2% |
| Participant deferral / active EE | $20,000 | $8,103+146.8% | $7,760+157.7% | $6,712+198.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |