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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 | $1,070,031 | $162,821+557.2% | $133,978+698.7% | $158,982+573.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 5.38% | 41.95%-36.6pp | 45.10%-39.7pp | 302.99%-297.6pp |
| Employer contribution / active EE | $28,756 | $4,976+477.9% | $3,919+633.8% | $4,763+503.8% |
| Participant deferral / active EE | $0 | $5,910-100.0% | $5,047-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,742-100.0% | $8,930-100.0% | $11,252-100.0% |