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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 | $650,478 | $162,136+301.2% | $152,301+327.1% | $154,746+320.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.20% | 91.02%-81.8pp | 80.50%-71.3pp | 172.34%-163.1pp |
| Employer contribution / active EE | $10,000 | $4,890+104.5% | $4,624+116.2% | $4,379+128.4% |
| Participant deferral / active EE | $4,500 | $8,341-46.0% | $8,004-43.8% | $6,730-33.1% |
| Admin fee / account holder | $1 | $15,759-100.0% | $14,398-100.0% | $14,365-100.0% |