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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 | $949,041 | $100,279+846.4% | $81,353+1066.6% | $145,884+550.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | -0.01% | 34.49%-34.5pp | 24.82%-24.8pp | 551.85%-551.9pp |
| Employer contribution / active EE | $62,850 | $2,979+2009.7% | $2,464+2450.8% | $4,662+1248.1% |
| Participant deferral / active EE | $0 | $4,611-100.0% | $3,885-100.0% | $6,690-100.0% |
| Admin fee / account holder | $105 | $8,206-98.7% | $5,766-98.2% | $13,392-99.2% |