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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 | $254,759+683.9% | $216,567+822.1% | $198,609+905.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 0.22% | 10.04%-9.8pp | 12.94%-12.7pp | 202.70%-202.5pp |
| Employer contribution / active EE | $13,074 | $6,096+114.5% | $5,216+150.7% | $5,055+158.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |