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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 | $655,818 | $199,109+229.4% | $173,730+277.5% | $154,746+323.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 3.88% | 20.02%-16.1pp | 19.96%-16.1pp | 172.34%-168.5pp |
| Employer contribution / active EE | $25,010 | $5,311+370.9% | $4,577+446.4% | $4,379+471.1% |
| Participant deferral / active EE | $15,250 | $7,113+114.4% | $6,326+141.1% | $6,730+126.6% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |