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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 | $960,553 | $85,030+1029.7% | $70,525+1262.0% | $139,427+588.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 5.95% | 30.35%-24.4pp | 32.76%-26.8pp | 373.27%-367.3pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,974-100.0% | $4,752-100.0% |
| Participant deferral / active EE | $0 | $5,891-100.0% | $4,567-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $8,908-100.0% | $6,413-100.0% | $11,404-100.0% |