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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 | $775,846 | $157,304+393.2% | $141,197+449.5% | $152,909+407.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 9.66% | 64.34%-54.7pp | 71.41%-61.7pp | 345.46%-335.8pp |
| Employer contribution / active EE | $35,250 | $5,263+569.8% | $4,736+644.3% | $4,764+639.9% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |