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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 | $2,406,700 | $148,623+1519.3% | $135,974+1670.0% | $139,466+1625.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 5.75% | 79.30%-73.5pp | 68.30%-62.6pp | 373.66%-367.9pp |
| Employer contribution / active EE | $10,650 | $5,246+103.0% | $4,859+119.2% | $4,754+124.0% |
| Participant deferral / active EE | $15,000 | $8,103+85.1% | $7,760+93.3% | $6,712+123.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |