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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 | $3,689,537 | $154,228+2292.3% | $145,433+2436.9% | $137,256+2588.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.58% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $27,450 | $4,804+471.4% | $4,554+502.7% | $4,156+560.5% |
| Participant deferral / active EE | $31,000 | $8,216+277.3% | $7,897+292.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |