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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 | $154,228+261.0% | $145,433+282.8% | $137,256+305.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.23% | 74.59%-64.4pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $31,000 | $4,804+545.3% | $4,554+580.6% | $4,156+645.9% |
| Participant deferral / active EE | $27,795 | $8,216+238.3% | $7,897+252.0% | $6,407+333.8% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |