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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 | $2,711,067 | $148,629+1724.1% | $135,982+1893.7% | $139,487+1843.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 0.86% | 79.33%-78.5pp | 68.32%-67.5pp | 373.84%-373.0pp |
| Employer contribution / active EE | $20,020 | $5,247+281.6% | $4,859+312.0% | $4,755+321.1% |
| Participant deferral / active EE | $24,000 | $8,102+196.2% | $7,760+209.3% | $6,713+257.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |