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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 | $3,148,323 | $232,540+1253.9% | $185,117+1600.7% | $147,586+2033.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | -1.90% | 43.03%-44.9pp | 40.50%-42.4pp | 578.59%-580.5pp |
| Employer contribution / active EE | $1,000 | $5,195-80.8% | $4,182-76.1% | $4,876-79.5% |
| Participant deferral / active EE | $9,000 | $5,834+54.3% | $5,045+78.4% | $5,439+65.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,886-100.0% |