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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 | $1,907,837 | $111,535+1610.5% | $105,223+1713.1% | $137,256+1290.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 3.17% | 237.85%-234.7pp | 180.65%-177.5pp | 220.34%-217.2pp |
| Employer contribution / active EE | $2,840 | $3,939-27.9% | $3,689-23.0% | $4,156-31.7% |
| Participant deferral / active EE | $3,550 | $5,500-35.5% | $5,072-30.0% | $6,407-44.6% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |