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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 | $1,118,824 | $165,399+576.4% | $149,745+647.2% | $158,982+603.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.12% | 348.34%-342.2pp | 276.72%-270.6pp | 302.99%-296.9pp |
| Employer contribution / active EE | $25,582 | $5,105+401.2% | $4,646+450.7% | $4,763+437.1% |
| Participant deferral / active EE | $22,750 | $7,183+216.7% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |