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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 | $1,161,530 | $116,203+899.6% | $93,621+1140.7% | $152,897+659.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 8.96% | 35.96%-27.0pp | 32.76%-23.8pp | 345.43%-336.5pp |
| Employer contribution / active EE | $39,000 | $3,219+1111.5% | $2,719+1334.5% | $4,764+718.7% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,751-100.0% | $7,890-100.0% | $11,599-100.0% |