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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 | $643,129 | $150,447+327.5% | $136,298+371.9% | $147,586+335.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 6.43% | 1049.15%-1042.7pp | 5156.27%-5149.8pp | 578.59%-572.2pp |
| Employer contribution / active EE | $33,875 | $5,256+544.5% | $4,696+621.4% | $4,876+594.7% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |