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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 | $570,150 | $82,630+590.0% | $64,105+789.4% | $125,389+354.7% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -3.71% | 1489.72%-1493.4pp | 791.24%-795.0pp | 282.24%-286.0pp |
| Employer contribution / active EE | $23,896 | $2,671+794.6% | $1,820+1213.1% | $4,866+391.1% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |