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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 | $325,336 | $90,607+259.1% | $79,467+309.4% | $135,380+140.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -9.81% | 977.74%-987.5pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $21,250 | $3,068+592.7% | $2,800+658.9% | $4,779+344.7% |
| Participant deferral / active EE | $12,750 | $4,050+214.8% | $3,704+244.2% | $5,609+127.3% |
| Admin fee / account holder | $15 | $5,895-99.7% | $5,104-99.7% | $10,828-99.9% |