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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 | $1,209,620 | $124,330+872.9% | $109,173+1008.0% | $167,536+622.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 7.04% | 26.04%-19.0pp | 25.75%-18.7pp | 478.82%-471.8pp |
| Employer contribution / active EE | $57,000 | $4,209+1254.2% | $3,723+1431.1% | $4,839+1077.9% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $7,974-100.0% | $6,755-100.0% | $12,315-100.0% |