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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 | $1,276,206 | $176,105+624.7% | $159,474+700.3% | $167,536+661.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.02% | 331.91%-322.9pp | 263.68%-254.7pp | 478.82%-469.8pp |
| Employer contribution / active EE | $21,689 | $5,299+309.3% | $4,831+349.0% | $4,839+348.2% |
| Participant deferral / active EE | $13,600 | $7,751+75.5% | $7,353+85.0% | $6,342+114.4% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |