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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 | $1,753,339 | $175,212+900.7% | $149,682+1071.4% | $139,427+1157.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 0.49% | 166.63%-166.1pp | 134.35%-133.9pp | 373.27%-372.8pp |
| Employer contribution / active EE | $25,950 | $5,475+374.0% | $4,818+438.5% | $4,752+446.1% |
| Participant deferral / active EE | $15,000 | $6,520+130.1% | $5,681+164.1% | $6,711+123.5% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |