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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 | $1,711,403 | $108,897+1471.6% | $100,378+1605.0% | $145,877+1073.2% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.11% | 58.17%-49.1pp | 49.41%-40.3pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,084 | $4,420+37.6% | $3,942+54.3% | $4,663+30.5% |
| Participant deferral / active EE | $10,700 | $8,455+26.6% | $8,087+32.3% | $6,691+59.9% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |