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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 | $951,836 | $155,840+510.8% | $124,694+663.3% | $167,553+468.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 6.97% | 17.98%-11.0pp | 5144.82%-5137.8pp | 478.89%-471.9pp |
| Employer contribution / active EE | $40,655 | $4,165+876.1% | $3,325+1122.9% | $4,840+740.0% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,343-100.0% |
| Admin fee / account holder | $20 | $9,536-99.8% | $7,495-99.7% | $12,316-99.8% |