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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 | $2,369,057 | $166,242+1325.1% | $165,071+1335.2% | $145,884+1523.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 7.91% | 100.44%-92.5pp | 70.17%-62.3pp | 551.85%-543.9pp |
| Employer contribution / active EE | $47,001 | $5,283+789.7% | $4,347+981.1% | $4,662+908.1% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $16,658-100.0% | $12,695-100.0% | $13,392-100.0% |