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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 | $1,297,082 | $209,888+518.0% | $189,545+584.3% | $167,553+674.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 8.79% | 748.66%-739.9pp | 555.36%-546.6pp | 478.89%-470.1pp |
| Employer contribution / active EE | $16,976 | $6,915+145.5% | $6,162+175.5% | $4,840+250.8% |
| Participant deferral / active EE | $19,738 | $8,934+120.9% | $8,220+140.1% | $6,343+211.2% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |