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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 | $2,043,788 | $185,312+1002.9% | $161,489+1165.6% | $154,746+1220.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 7.64% | 103.84%-96.2pp | 89.72%-82.1pp | 172.34%-164.7pp |
| Employer contribution / active EE | $17,184 | $4,769+260.3% | $4,268+302.6% | $4,379+292.4% |
| Participant deferral / active EE | $15,000 | $6,350+136.2% | $5,630+166.4% | $6,730+122.9% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |