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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 | $1,216,976 | $145,897+734.1% | $320,927+279.2% | $145,897+734.1% |
| Participation rate | 100.0% | 80.3%+19.7pp | 83.9%+16.1pp | 80.3%+19.7pp |
| Annual return | 4.67% | 552.29%-547.6pp | 12.08%-7.4pp | 552.29%-547.6pp |
| Employer contribution / active EE | $0 | $4,663-100.0% | $1,229-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $0 | $6,689-100.0% | $7,551-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $13,390-100.0% | $226-100.0% | $13,390-100.0% |