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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 | $946,586 | $148,623+536.9% | $135,974+596.2% | $139,466+578.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 6.37% | 79.30%-72.9pp | 68.30%-61.9pp | 373.66%-367.3pp |
| Employer contribution / active EE | $38,638 | $5,246+636.5% | $4,859+695.2% | $4,754+712.8% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |