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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 | $1,566,337 | $108,922+1338.0% | $100,398+1460.1% | $145,978+973.0% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.81% | 58.04%-48.2pp | 49.32%-39.5pp | 550.52%-540.7pp |
| Employer contribution / active EE | $60,223 | $4,426+1260.7% | $3,946+1426.2% | $4,662+1191.8% |
| Participant deferral / active EE | $0 | $8,450-100.0% | $8,084-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,680-100.0% | $7,893-100.0% | $13,400-100.0% |