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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 | $399,244 | $138,102+189.1% | $125,381+218.4% | $134,532+196.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -30.61% | 750.73%-781.3pp | 572.31%-602.9pp | 418.27%-448.9pp |
| Employer contribution / active EE | $17,389 | $5,245+231.5% | $4,815+261.1% | $4,741+266.8% |
| Participant deferral / active EE | $27,000 | $7,801+246.1% | $7,448+262.5% | $6,401+321.8% |
| Admin fee / account holder | $20 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |