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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 | $110,337+930.4% | $102,383+1010.4% | $145,877+679.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -4.65% | 24.83%-29.5pp | 24.94%-29.6pp | 551.28%-555.9pp |
| Employer contribution / active EE | $2,970 | $4,216-29.6% | $3,870-23.3% | $4,663-36.3% |
| Participant deferral / active EE | $15,250 | $5,621+171.3% | $5,060+201.4% | $6,691+127.9% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |