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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 | $1,247,305 | $151,427+723.7% | $112,860+1005.2% | $154,746+706.0% |
| Participation rate | 100.0% | 69.1%+30.9pp | 66.3%+33.7pp | 80.7%+19.3pp |
| Annual return | 1.37% | 30.95%-29.6pp | 35.26%-33.9pp | 172.34%-171.0pp |
| Employer contribution / active EE | $0 | $2,750-100.0% | $2,206-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $4,285-100.0% | $3,493-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $7,369-100.0% | $6,841-100.0% | $14,365-100.0% |