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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 | $1,690,418 | $72,071+2245.5% | $68,368+2372.5% | $137,256+1131.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 12.23% | 353.14%-340.9pp | 292.57%-280.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $48,000 | $2,788+1621.7% | $2,649+1712.1% | $4,156+1055.0% |
| Participant deferral / active EE | $0 | $4,410-100.0% | $4,123-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |