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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 | $1,973,809 | $160,070+1133.1% | $147,117+1241.7% | $145,897+1252.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 8.27% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $300,000 | $5,285+5577.0% | $4,932+5982.1% | $4,663+6334.2% |
| Participant deferral / active EE | $0 | $8,419-100.0% | $8,065-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |