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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 | $1,051,994 | $183,516+473.2% | $155,534+576.4% | $145,884+621.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.10% | 61.43%-56.3pp | 64.92%-59.8pp | 551.85%-546.7pp |
| Employer contribution / active EE | $27,736 | $5,315+421.9% | $4,675+493.3% | $4,662+494.9% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |