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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 | $383,362 | $270,840+41.5% | $140,019+173.8% | - |
| Participation rate | 0.0% | 81.0%-81.0pp | 87.5%-87.5pp | - |
| Annual return | -8.92% | 3.44%-12.4pp | 651.17%-660.1pp | - |
| Employer contribution / active EE | $0 | $2,598-100.0% | $5,605-100.0% | - |
| Participant deferral / active EE | $0 | $3,773-100.0% | $6,927-100.0% | - |
| Admin fee / account holder | $105 | $13,391-99.2% | $10,705-99.0% | - |