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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 | $1,665,055 | $217,432+665.8% | $185,851+795.9% | $167,553+893.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 0.05% | 148.43%-148.4pp | 122.11%-122.1pp | 478.89%-478.8pp |
| Employer contribution / active EE | $23,047 | $5,874+292.3% | $5,168+345.9% | $4,840+376.2% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |