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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 | $866,073 | $185,141+367.8% | $153,416+464.5% | $155,188+458.1% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 80.8%+19.2pp |
| Annual return | 3.95% | 18.72%-14.8pp | 17.84%-13.9pp | 148.84%-144.9pp |
| Employer contribution / active EE | $8,333 | $4,489+85.6% | $3,764+121.4% | $4,248+96.2% |
| Participant deferral / active EE | $13,333 | $5,477+143.4% | $4,723+182.3% | $6,531+104.1% |
| Admin fee / account holder | $25 | $16,005-99.8% | $13,095-99.8% | $14,480-99.8% |