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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 | $1,926,190 | $160,070+1103.3% | $147,117+1209.3% | $145,897+1220.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.40% | 98.69%-96.3pp | 420.54%-418.1pp | 552.29%-549.9pp |
| Employer contribution / active EE | $8,664 | $5,285+63.9% | $4,932+75.6% | $4,663+85.8% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |