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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 | $1,617,137 | $157,296+928.1% | $141,191+1045.4% | $152,897+957.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.51% | 64.34%-57.8pp | 71.41%-64.9pp | 345.43%-338.9pp |
| Employer contribution / active EE | $1,124 | $5,262-78.6% | $4,736-76.3% | $4,764-76.4% |
| Participant deferral / active EE | $8,333 | $7,111+17.2% | $6,710+24.2% | $5,851+42.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |