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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 | $181,062+1028.8% | $158,223+1191.7% | $155,188+1217.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 7.64% | 57.39%-49.7pp | 52.09%-44.5pp | 148.84%-141.2pp |
| Employer contribution / active EE | $17,184 | $4,565+276.5% | $4,109+318.2% | $4,248+304.5% |
| Participant deferral / active EE | $15,000 | $6,134+144.5% | $5,467+174.4% | $6,531+129.7% |
| Admin fee / account holder | $0 | $18,825-100.0% | $16,047-100.0% | $14,480-100.0% |