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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 | $1,136,883 | $110,379+930.0% | $102,412+1010.1% | $145,884+679.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -4.65% | 24.84%-29.5pp | 24.94%-29.6pp | 551.85%-556.5pp |
| Employer contribution / active EE | $2,970 | $4,216-29.6% | $3,870-23.3% | $4,662-36.3% |
| Participant deferral / active EE | $15,250 | $5,622+171.3% | $5,060+201.4% | $6,690+128.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |