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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 | $261,069 | $135,645+92.5% | $110,243+136.8% | $135,379+92.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -18.52% | 513.24%-531.8pp | 314.76%-333.3pp | 519.79%-538.3pp |
| Employer contribution / active EE | $17,500 | $4,907+256.6% | $3,827+357.3% | $4,779+266.2% |
| Participant deferral / active EE | $6,750 | $5,507+22.6% | $4,672+44.5% | $5,609+20.3% |
| Admin fee / account holder | $5 | $11,458-100.0% | $8,548-99.9% | $10,828-100.0% |