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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 | $873,229 | $102,609+751.0% | $98,090+790.2% | $138,895+528.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.49% | 36.44%-25.0pp | 37.05%-25.6pp | 145.39%-133.9pp |
| Employer contribution / active EE | $31,577 | $3,867+716.5% | $3,606+775.6% | $4,194+652.9% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $11,434-100.0% | $11,815-100.0% | $12,562-100.0% |