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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 | $955,674 | $107,944+785.3% | $91,994+938.8% | $152,885+525.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 13.01% | 89.26%-76.3pp | 69.03%-56.0pp | 345.39%-332.4pp |
| Employer contribution / active EE | $37,000 | $4,210+778.8% | $3,452+971.8% | $4,763+676.8% |
| Participant deferral / active EE | $25,000 | $6,365+292.8% | $5,923+322.1% | $5,851+327.3% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,743-100.0% | $11,598-100.0% |