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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 | $108,912+1471.4% | $100,383+1604.9% | $145,959+1072.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 9.11% | 57.96%-48.9pp | 49.26%-40.2pp | 561.95%-552.8pp |
| Employer contribution / active EE | $6,084 | $4,423+37.6% | $3,944+54.3% | $4,661+30.5% |
| Participant deferral / active EE | $10,700 | $8,451+26.6% | $8,086+32.3% | $6,689+60.0% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,900-100.0% | $13,398-100.0% |