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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 | $1,057,925 | $159,934+561.5% | $147,005+619.7% | $145,959+624.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.88% | 98.24%-91.4pp | 418.76%-411.9pp | 561.95%-555.1pp |
| Employer contribution / active EE | $30,634 | $5,287+479.4% | $4,934+520.8% | $4,661+557.3% |
| Participant deferral / active EE | $30,500 | $8,427+261.9% | $8,070+278.0% | $6,689+356.0% |
| Admin fee / account holder | $20 | $15,053-99.9% | $13,006-99.8% | $13,398-99.9% |