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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 | $552,889 | $97,729+465.7% | $83,830+559.5% | $135,379+308.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.57% | 1287.52%-1298.1pp | 850.97%-861.5pp | 519.79%-530.4pp |
| Employer contribution / active EE | $5,274 | $4,222+24.9% | $3,631+45.2% | $4,779+10.4% |
| Participant deferral / active EE | $21,500 | $4,683+359.1% | $4,082+426.7% | $5,609+283.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |