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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 | $88,815+1154.1% | $81,882+1260.3% | $145,897+663.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.35% | 1033.75%-1024.4pp | 779.47%-770.1pp | 552.29%-542.9pp |
| Employer contribution / active EE | $21,636 | $3,086+601.0% | $2,916+642.0% | $4,663+364.0% |
| Participant deferral / active EE | $6,825 | $4,647+46.9% | $4,323+57.9% | $6,689+2.0% |
| Admin fee / account holder | $0 | $8,434-100.0% | $7,360-100.0% | $13,390-100.0% |