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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 | $1,574,185 | $217,432+624.0% | $185,851+747.0% | $167,553+839.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 7.68% | 148.43%-140.8pp | 122.11%-114.4pp | 478.89%-471.2pp |
| Employer contribution / active EE | $41,127 | $5,874+600.1% | $5,168+695.7% | $4,840+749.8% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |