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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 | $1,495,986 | $154,228+870.0% | $145,433+928.6% | $137,256+989.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.38% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $7,500 | $4,804+56.1% | $4,554+64.7% | $4,156+80.5% |
| Participant deferral / active EE | $22,750 | $8,216+176.9% | $7,897+188.1% | $6,407+255.1% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |