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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 | $2,539,649 | $175,259+1349.1% | $149,723+1596.2% | $139,487+1720.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 4.97% | 166.82%-161.9pp | 134.50%-129.5pp | 373.84%-368.9pp |
| Employer contribution / active EE | $8,282 | $5,478+51.2% | $4,821+71.8% | $4,755+74.2% |
| Participant deferral / active EE | $18,718 | $6,522+187.0% | $5,682+229.4% | $6,713+178.8% |
| Admin fee / account holder | $0 | $16,158-100.0% | $13,215-100.0% | $11,407-100.0% |