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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 | $743,203 | $149,679+396.5% | $117,039+535.0% | $147,586+403.6% |
| Participation rate | 0.0% | 83.5%-83.5pp | 77.2%-77.2pp | 82.8%-82.8pp |
| Annual return | 7.00% | 19.31%-12.3pp | 18.95%-11.9pp | 578.59%-571.6pp |
| Employer contribution / active EE | $0 | $4,937-100.0% | $3,785-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,886-100.0% |