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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 | $719,424 | $172,111+318.0% | $150,298+378.7% | $137,256+424.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 9.24% | 69.37%-60.1pp | 62.79%-53.5pp | 220.34%-211.1pp |
| Employer contribution / active EE | $9,800 | $4,636+111.4% | $4,154+135.9% | $4,156+135.8% |
| Participant deferral / active EE | $7,194 | $6,166+16.7% | $5,453+31.9% | $6,407+12.3% |
| Admin fee / account holder | $0 | $16,471-100.0% | $14,116-100.0% | $12,270-100.0% |