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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 | $1,871,689 | $180,028+939.7% | $138,135+1255.0% | $158,966+1077.4% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 4.63% | 21.68%-17.1pp | 20.51%-15.9pp | 302.95%-298.3pp |
| Employer contribution / active EE | $41,886 | $7,470+460.7% | $5,587+649.7% | $4,762+779.5% |
| Participant deferral / active EE | $0 | $7,717-100.0% | $6,431-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $17,912-100.0% | $11,856-100.0% | $11,250-100.0% |