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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 | $748,404 | $159,934+367.9% | $147,005+409.1% | $145,959+412.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 5.13% | 98.24%-93.1pp | 418.76%-413.6pp | 561.95%-556.8pp |
| Employer contribution / active EE | $16,000 | $5,287+202.6% | $4,934+224.3% | $4,661+243.3% |
| Participant deferral / active EE | $23,000 | $8,427+172.9% | $8,070+185.0% | $6,689+243.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |