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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 | $764,439 | $108,912+601.9% | $100,383+661.5% | $145,959+423.7% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 8.47% | 57.96%-49.5pp | 49.26%-40.8pp | 561.95%-553.5pp |
| Employer contribution / active EE | $20,700 | $4,423+368.0% | $3,944+424.9% | $4,661+344.1% |
| Participant deferral / active EE | $0 | $8,451-100.0% | $8,086-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |