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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 | $1,865,404 | $197,625+843.9% | $177,840+948.9% | $158,966+1073.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 3.84% | 58.76%-54.9pp | 48.32%-44.5pp | 302.95%-299.1pp |
| Employer contribution / active EE | $15,000 | $6,698+123.9% | $5,919+153.4% | $4,762+215.0% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $16 | $15,405-99.9% | $12,431-99.9% | $11,250-99.9% |