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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 | $2,424,251 | $217,427+1015.0% | $185,837+1204.5% | $167,518+1347.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.22% | 148.39%-141.2pp | 122.08%-114.9pp | 478.71%-471.5pp |
| Employer contribution / active EE | $32,589 | $5,874+454.8% | $5,168+530.6% | $4,838+573.5% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,568-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |