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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 | $1,230,669 | $175,257+602.2% | $149,717+722.0% | $139,456+782.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 5.99% | 166.70%-160.7pp | 134.41%-128.4pp | 373.45%-367.5pp |
| Employer contribution / active EE | $40,500 | $5,477+639.5% | $4,820+740.3% | $4,753+752.2% |
| Participant deferral / active EE | $27,000 | $6,521+314.0% | $5,682+375.2% | $6,711+302.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |