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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 | $1,745,458 | $162,529+973.9% | $130,788+1234.6% | $154,746+1028.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 6.56% | 510.48%-503.9pp | 386.44%-379.9pp | 172.34%-165.8pp |
| Employer contribution / active EE | $50,600 | $4,447+1037.7% | $3,558+1322.1% | $4,379+1055.5% |
| Participant deferral / active EE | $0 | $4,808-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,669-100.0% | $6,673-100.0% | $14,365-100.0% |