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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 | $876,193 | $138,102+534.5% | $125,381+598.8% | $134,532+551.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -31.13% | 750.73%-781.9pp | 572.31%-603.4pp | 418.27%-449.4pp |
| Employer contribution / active EE | $21,956 | $5,245+318.6% | $4,815+356.0% | $4,741+363.1% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |