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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 | $1,964,359 | $197,603+894.1% | $177,827+1004.6% | $158,950+1135.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.86% | 58.76%-52.9pp | 48.32%-42.5pp | 302.91%-297.0pp |
| Employer contribution / active EE | $29,164 | $6,698+335.4% | $5,918+392.8% | $4,762+512.4% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,402-100.0% | $12,429-100.0% | $11,248-100.0% |