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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 | $1,527,856 | $212,386+619.4% | $199,883+664.4% | $138,895+1000.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 9.90% | 47.75%-37.8pp | 43.81%-33.9pp | 145.39%-135.5pp |
| Employer contribution / active EE | $66,606 | $6,625+905.4% | $6,261+963.8% | $4,194+1488.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $64 | $18,233-99.6% | $17,268-99.6% | $12,562-99.5% |