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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 | $1,079,944 | $99,053+990.3% | $88,179+1124.7% | $138,895+677.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | -0.32% | 78.17%-78.5pp | 64.97%-65.3pp | 145.39%-145.7pp |
| Employer contribution / active EE | $17,500 | $2,882+507.2% | $2,549+586.5% | $4,194+317.2% |
| Participant deferral / active EE | $31,000 | $5,225+493.3% | $4,614+571.9% | $6,396+384.7% |
| Admin fee / account holder | $5 | $8,748-99.9% | $7,673-99.9% | $12,562-100.0% |