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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 | $807,999 | $99,652+710.8% | $78,778+925.7% | $147,586+447.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 0.00% | 47.28%-47.3pp | 35.62%-35.6pp | 578.59%-578.6pp |
| Employer contribution / active EE | $36,288 | $2,796+1198.0% | $1,986+1727.5% | $4,876+644.2% |
| Participant deferral / active EE | $83,980 | $3,664+2192.3% | $2,958+2738.8% | $5,439+1444.1% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,886-100.0% |