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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 | $2,861,277 | $144,130+1885.2% | $117,861+2327.7% | $147,586+1838.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 7.64% | 531.20%-523.6pp | 335.11%-327.5pp | 578.59%-570.9pp |
| Employer contribution / active EE | $60,000 | $4,897+1125.3% | $3,786+1484.6% | $4,876+1130.4% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |