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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 | $149,040+1071.1% | $120,225+1351.8% | $137,256+1171.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.56% | 605.68%-599.1pp | 439.23%-432.7pp | 220.34%-213.8pp |
| Employer contribution / active EE | $50,600 | $4,350+1063.1% | $3,475+1355.9% | $4,156+1117.5% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |