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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 | $455,627 | $92,766+391.2% | $82,763+450.5% | $134,545+238.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -22.80% | 946.97%-969.8pp | 702.45%-725.2pp | 418.37%-441.2pp |
| Employer contribution / active EE | $23,750 | $3,273+625.6% | $3,008+689.5% | $4,742+400.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |