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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 | $1,811,132 | $72,446+2400.0% | $67,561+2580.7% | $145,877+1141.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.34% | 7211.98%-7205.6pp | 3525.44%-3519.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $21,750 | $3,072+607.9% | $2,735+695.3% | $4,663+366.4% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $5,541-100.0% | $4,006-100.0% | $13,402-100.0% |