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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 | $426,715 | $84,685+403.9% | $73,836+477.9% | $125,389+240.3% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -8.04% | 3123.80%-3131.8pp | 2268.06%-2276.1pp | 282.24%-290.3pp |
| Employer contribution / active EE | $21,497 | $3,123+588.3% | $2,787+671.2% | $4,866+341.8% |
| Participant deferral / active EE | $14,000 | $3,993+250.7% | $3,583+290.7% | $5,352+161.6% |
| Admin fee / account holder | $0 | $5,694-100.0% | $4,882-100.0% | $9,541-100.0% |