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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 | $1,189,424 | $183,592+547.9% | $155,567+664.6% | $145,959+714.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.59% | 61.24%-55.7pp | 64.74%-59.2pp | 561.95%-556.4pp |
| Employer contribution / active EE | $2,129 | $5,315-59.9% | $4,674-54.4% | $4,661-54.3% |
| Participant deferral / active EE | $18,125 | $6,464+180.4% | $5,628+222.1% | $6,689+171.0% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |