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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 | $1,899,912 | $185,856+922.2% | $170,028+1017.4% | $139,456+1262.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 5.20% | 60.52%-55.3pp | 53.39%-48.2pp | 373.45%-368.2pp |
| Employer contribution / active EE | $16,667 | $7,593+119.5% | $6,788+145.5% | $4,753+250.7% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $5 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |