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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 | $111,830+795.9% | $93,696+969.3% | $145,884+586.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 4.88% | 204.08%-199.2pp | 133.74%-128.9pp | 551.85%-547.0pp |
| Employer contribution / active EE | $57,500 | $3,093+1759.1% | $2,422+2274.2% | $4,662+1133.3% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $4,417-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $10,249-100.0% | $8,287-100.0% | $13,392-100.0% |