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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 | $1,769,763 | $154,228+1047.5% | $145,433+1116.9% | $137,256+1189.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 6.89% | 74.59%-67.7pp | 66.58%-59.7pp | 220.34%-213.4pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $29,250 | $8,216+256.0% | $7,897+270.4% | $6,407+356.5% |
| Admin fee / account holder | $247 | $14,344-98.3% | $13,129-98.1% | $12,270-98.0% |