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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 | $556,696 | $162,136+243.4% | $152,301+265.5% | $154,746+259.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.23% | 91.02%-80.8pp | 80.50%-70.3pp | 172.34%-162.1pp |
| Employer contribution / active EE | $31,000 | $4,890+533.9% | $4,624+570.3% | $4,379+607.9% |
| Participant deferral / active EE | $27,795 | $8,341+233.2% | $8,004+247.3% | $6,730+313.0% |
| Admin fee / account holder | $0 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |