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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 | $1,238,874 | $138,102+797.1% | $125,381+888.1% | $134,532+820.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.29% | 750.73%-781.0pp | 572.31%-602.6pp | 418.27%-448.6pp |
| Employer contribution / active EE | $34,000 | $5,245+548.2% | $4,815+606.1% | $4,741+617.1% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |