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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 | $1,996,955 | $178,174+1020.8% | $156,181+1178.6% | $137,256+1354.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 0.22% | 84.19%-84.0pp | 64.87%-64.7pp | 220.34%-220.1pp |
| Employer contribution / active EE | $13,074 | $4,972+163.0% | $4,294+204.5% | $4,156+214.6% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |