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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 | $1,163,459 | $217,432+435.1% | $185,849+526.0% | $167,536+594.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 3.24% | 148.42%-145.2pp | 122.10%-118.9pp | 478.82%-475.6pp |
| Employer contribution / active EE | $6,910 | $5,875+17.6% | $5,169+33.7% | $4,839+42.8% |
| Participant deferral / active EE | $3,900 | $6,357-38.7% | $5,569-30.0% | $6,342-38.5% |
| Admin fee / account holder | $26 | $19,818-99.9% | $16,244-99.8% | $12,315-99.8% |