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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 | $1,320,256 | $183,539+619.3% | $155,556+748.7% | $145,897+804.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.46% | 61.31%-55.8pp | 64.84%-59.4pp | 552.29%-546.8pp |
| Employer contribution / active EE | $36,000 | $5,315+577.3% | $4,675+670.0% | $4,663+672.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |