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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 | $1,224,393 | $160,070+664.9% | $147,117+732.3% | $145,897+739.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 7.43% | 98.69%-91.3pp | 420.54%-413.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $37,747 | $5,285+614.3% | $4,932+665.3% | $4,663+709.6% |
| Participant deferral / active EE | $28,000 | $8,419+232.6% | $8,065+247.2% | $6,689+318.6% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |