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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 | $1,183,139 | $150,447+686.4% | $136,298+768.1% | $147,586+701.7% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.75% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $40,000 | $5,256+661.0% | $4,696+751.9% | $4,876+720.3% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |