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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 | $1,236,077 | $197,637+525.4% | $177,848+595.0% | $158,982+677.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 4.37% | 58.77%-54.4pp | 48.33%-44.0pp | 302.99%-298.6pp |
| Employer contribution / active EE | $37,500 | $6,698+459.8% | $5,919+533.6% | $4,763+687.3% |
| Participant deferral / active EE | $21,667 | $8,405+157.8% | $7,714+180.9% | $5,983+262.1% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |