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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 | $2,000,030 | $115,901+1625.6% | $100,525+1889.6% | $158,931+1158.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -0.00% | 34.80%-34.8pp | 30.89%-30.9pp | 302.86%-302.9pp |
| Employer contribution / active EE | $0 | $4,104-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $6,675-100.0% | $6,270-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |