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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 | $1,937,198 | $160,040+1110.4% | $147,096+1217.0% | $145,877+1228.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 6.68% | 98.49%-91.8pp | 419.75%-413.1pp | 551.28%-544.6pp |
| Employer contribution / active EE | $23,333 | $5,289+341.1% | $4,936+372.7% | $4,663+400.4% |
| Participant deferral / active EE | $19,417 | $8,429+130.4% | $8,071+140.6% | $6,691+190.2% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |