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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 | $282,667 | $201,344+40.4% | $184,243+53.4% | $145,877+93.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.77% | 29.01%-22.2pp | 28.82%-22.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $21,679 | $7,022+208.7% | $6,427+237.3% | $4,663+364.9% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |