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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 | $3,161,439 | $178,174+1674.4% | $156,181+1924.2% | $137,256+2203.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | -3.42% | 84.19%-87.6pp | 64.87%-68.3pp | 220.34%-223.8pp |
| Employer contribution / active EE | $35,667 | $4,972+617.4% | $4,294+730.6% | $4,156+758.2% |
| Participant deferral / active EE | $31,000 | $6,888+350.1% | $6,132+405.5% | $6,407+383.9% |
| Admin fee / account holder | $0 | $17,404-100.0% | $14,586-100.0% | $12,270-100.0% |