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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 | $872,769 | $92,684+841.7% | $82,706+955.3% | $134,509+548.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -27.19% | 945.84%-973.0pp | 701.76%-729.0pp | 418.13%-445.3pp |
| Employer contribution / active EE | $20,820 | $3,272+536.3% | $3,007+592.3% | $4,741+339.2% |
| Participant deferral / active EE | $13,500 | $4,800+181.3% | $4,394+207.3% | $6,400+110.9% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |