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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 | $984,109 | $198,457+395.9% | $170,435+477.4% | $147,586+566.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 8.50% | 257.30%-248.8pp | 205.94%-197.4pp | 578.59%-570.1pp |
| Employer contribution / active EE | $23,774 | $6,183+284.5% | $5,432+337.6% | $4,876+387.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |