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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 | $1,272,901 | $226,090+463.0% | $182,531+597.4% | $152,885+732.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 4.10% | 192.57%-188.5pp | 148.57%-144.5pp | 345.39%-341.3pp |
| Employer contribution / active EE | $30,425 | $4,978+511.2% | $4,075+646.6% | $4,763+538.8% |
| Participant deferral / active EE | $20,967 | $6,369+229.2% | $5,525+279.5% | $5,851+258.4% |
| Admin fee / account holder | $0 | $10,705-100.0% | $8,593-100.0% | $11,598-100.0% |