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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 | $1,113,831 | $88,754+1155.0% | $81,820+1261.3% | $145,877+663.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.35% | 1031.77%-1022.4pp | 777.93%-768.6pp | 551.28%-541.9pp |
| Employer contribution / active EE | $21,636 | $3,085+601.2% | $2,915+642.2% | $4,663+364.0% |
| Participant deferral / active EE | $6,825 | $4,648+46.8% | $4,323+57.9% | $6,691+2.0% |
| Admin fee / account holder | $0 | $8,424-100.0% | $7,391-100.0% | $13,402-100.0% |