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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 | $1,229,265 | $136,214+802.4% | $98,775+1144.5% | $167,536+633.7% |
| Participation rate | 100.0% | 70.2%+29.8pp | 65.7%+34.3pp | 82.1%+17.9pp |
| Annual return | 0.81% | 67.53%-66.7pp | 49.92%-49.1pp | 478.82%-478.0pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $3,716-100.0% | $3,035-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $5,031-100.0% | $4,076-100.0% | $12,315-100.0% |