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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 | $1,728,240 | $227,291+660.4% | $214,702+704.9% | $155,188+1013.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 7.20% | 60.08%-52.9pp | 54.55%-47.4pp | 148.84%-141.6pp |
| Employer contribution / active EE | $41,838 | $6,772+517.8% | $6,461+547.6% | $4,248+884.9% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |