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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 | $1,051,146 | $156,398+572.1% | $147,318+613.5% | $138,895+656.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | -0.26% | 78.75%-79.0pp | 70.43%-70.7pp | 145.39%-145.7pp |
| Employer contribution / active EE | $54,333 | $4,853+1019.5% | $4,593+1083.0% | $4,194+1195.4% |
| Participant deferral / active EE | $15,667 | $8,237+90.2% | $7,906+98.2% | $6,396+144.9% |
| Admin fee / account holder | $60 | $14,976-99.6% | $13,708-99.6% | $12,562-99.5% |