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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 | $1,255,199 | $183,516+584.0% | $155,534+707.0% | $145,884+760.4% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 6.49% | 61.43%-54.9pp | 64.92%-58.4pp | 551.85%-545.4pp |
| Employer contribution / active EE | $26,631 | $5,315+401.1% | $4,675+469.7% | $4,662+471.2% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |