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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 | $1,848,009 | $227,399+712.7% | $189,758+873.9% | $198,609+830.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 0.10% | 61.03%-60.9pp | 52.62%-52.5pp | 202.70%-202.6pp |
| Employer contribution / active EE | $46,500 | $5,526+741.5% | $4,767+875.5% | $5,055+819.8% |
| Participant deferral / active EE | $31,000 | $6,837+353.4% | $5,856+429.4% | $6,977+344.3% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |