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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 | $88,778+193.1% | $81,844+217.9% | $145,884+78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | -18.88% | 1033.03%-1051.9pp | 778.87%-797.8pp | 551.85%-570.7pp |
| Employer contribution / active EE | $682 | $3,087-77.9% | $2,916-76.6% | $4,662-85.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $126 | $8,430-98.5% | $7,355-98.3% | $13,392-99.1% |