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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 | $2,966,589 | $108,897+2624.2% | $100,378+2855.4% | $145,877+1933.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 58.17%-52.6pp | 49.41%-43.8pp | 551.28%-545.7pp |
| Employer contribution / active EE | $31,704 | $4,420+617.3% | $3,942+704.3% | $4,663+579.9% |
| Participant deferral / active EE | $20,333 | $8,455+140.5% | $8,087+151.4% | $6,691+203.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |