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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 | $260,220 | $88,754+193.2% | $81,820+218.0% | $145,877+78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -18.88% | 1031.77%-1050.7pp | 777.93%-796.8pp | 551.28%-570.2pp |
| Employer contribution / active EE | $682 | $3,085-77.9% | $2,915-76.6% | $4,663-85.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,691-100.0% |
| Admin fee / account holder | $126 | $8,424-98.5% | $7,391-98.3% | $13,402-99.1% |