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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 | $2,135,904 | $70,366+2935.4% | $66,674+3103.5% | $138,895+1437.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 9.78% | 386.41%-376.6pp | 321.24%-311.5pp | 145.39%-135.6pp |
| Employer contribution / active EE | $57,000 | $2,765+1961.4% | $2,620+2075.5% | $4,194+1259.0% |
| Participant deferral / active EE | $0 | $4,374-100.0% | $4,084-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |