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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 | $2,011,465 | $72,071+2690.9% | $68,368+2842.1% | $137,256+1365.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.71% | 353.14%-340.4pp | 292.57%-279.9pp | 220.34%-207.6pp |
| Employer contribution / active EE | $9,373 | $2,788+236.2% | $2,649+253.8% | $4,156+125.5% |
| Participant deferral / active EE | $12,933 | $4,410+193.3% | $4,123+213.7% | $6,407+101.9% |
| Admin fee / account holder | $73 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |