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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 | $88,702+1155.7% | $81,780+1262.0% | $145,978+663.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 9.35% | 1029.12%-1019.8pp | 776.27%-766.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $21,636 | $3,084+601.5% | $2,914+642.5% | $4,662+364.1% |
| Participant deferral / active EE | $6,825 | $4,645+46.9% | $4,321+58.0% | $6,690+2.0% |
| Admin fee / account holder | $0 | $8,414-100.0% | $7,384-100.0% | $13,400-100.0% |