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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 | $1,587,464 | $202,463+684.1% | $169,397+837.1% | $139,487+1038.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 5.00% | 532.64%-527.6pp | 406.23%-401.2pp | 373.84%-368.8pp |
| Employer contribution / active EE | $62,000 | $4,694+1220.9% | $4,013+1444.9% | $4,755+1204.0% |
| Participant deferral / active EE | $0 | $6,941-100.0% | $6,223-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $10,726-100.0% | $9,017-100.0% | $11,407-100.0% |