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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 | $258,514 | $97,732+164.5% | $83,831+208.4% | $135,380+91.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -10.57% | 1287.56%-1298.1pp | 850.99%-861.6pp | 519.81%-530.4pp |
| Employer contribution / active EE | $2,110 | $4,222-50.0% | $3,631-41.9% | $4,779-55.9% |
| Participant deferral / active EE | $14,610 | $4,683+212.0% | $4,082+257.9% | $5,609+160.5% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |