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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 | $3,447,456 | $160,028+2054.3% | $147,080+2243.9% | $145,884+2263.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.32% | 98.60%-95.3pp | 420.17%-416.8pp | 551.85%-548.5pp |
| Employer contribution / active EE | $30,500 | $5,286+477.0% | $4,933+518.2% | $4,662+554.2% |
| Participant deferral / active EE | $42,000 | $8,422+398.7% | $8,066+420.7% | $6,690+527.8% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |