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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 | $108,942+2623.1% | $100,415+2854.3% | $145,897+1933.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 5.60% | 58.27%-52.7pp | 49.47%-43.9pp | 552.29%-546.7pp |
| Employer contribution / active EE | $31,704 | $4,422+617.0% | $3,943+704.1% | $4,663+580.0% |
| Participant deferral / active EE | $20,333 | $8,461+140.3% | $8,091+151.3% | $6,689+204.0% |
| Admin fee / account holder | $0 | $9,702-100.0% | $7,906-100.0% | $13,390-100.0% |