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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 | $4,468,092 | $167,533+2567.0% | $151,645+2846.4% | $134,545+3220.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -23.50% | 7.81%-31.3pp | 3.34%-26.8pp | 418.37%-441.9pp |
| Employer contribution / active EE | $76,000 | $6,828+1013.0% | $6,165+1132.7% | $4,742+1502.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,781-100.0% | $11,614-100.0% | $11,431-100.0% |