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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 | $2,281,029 | $174,379+1208.1% | $152,093+1399.8% | $138,895+1542.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.32% | 74.86%-64.5pp | 66.36%-56.0pp | 145.39%-135.1pp |
| Employer contribution / active EE | $11,993 | $4,652+157.8% | $4,175+187.3% | $4,194+185.9% |
| Participant deferral / active EE | $15,736 | $6,159+155.5% | $5,451+188.7% | $6,396+146.0% |
| Admin fee / account holder | $30 | $16,880-99.8% | $14,497-99.8% | $12,562-99.8% |