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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 | $2,312,096 | $138,078+1574.5% | $125,363+1744.3% | $134,509+1618.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.98% | 750.49%-772.5pp | 572.15%-594.1pp | 418.13%-440.1pp |
| Employer contribution / active EE | $23,000 | $5,245+338.5% | $4,815+377.7% | $4,741+385.2% |
| Participant deferral / active EE | $27,000 | $7,800+246.2% | $7,447+262.6% | $6,400+321.9% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |