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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 | $1,001,909 | $111,787+796.3% | $93,681+969.5% | $145,978+586.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.88% | 203.52%-198.6pp | 133.47%-128.6pp | 550.52%-545.6pp |
| Employer contribution / active EE | $57,500 | $3,093+1758.8% | $2,422+2273.9% | $4,662+1133.4% |
| Participant deferral / active EE | $0 | $4,918-100.0% | $4,415-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,256-100.0% | $8,290-100.0% | $13,400-100.0% |