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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 | $383,331 | $138,114+177.5% | $125,391+205.7% | $134,545+184.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -35.49% | 750.88%-786.4pp | 572.41%-607.9pp | 418.37%-453.9pp |
| Employer contribution / active EE | $27,000 | $5,246+414.7% | $4,816+460.7% | $4,742+469.4% |
| Participant deferral / active EE | $29,200 | $7,801+274.3% | $7,448+292.0% | $6,401+356.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |