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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 | $269,871 | $160,059+68.6% | $140,019+92.7% | $135,380+99.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -13.59% | 911.48%-925.1pp | 651.17%-664.8pp | 519.81%-533.4pp |
| Employer contribution / active EE | $36,250 | $6,420+464.7% | $5,605+546.7% | $4,779+658.5% |
| Participant deferral / active EE | $18,500 | $7,641+142.1% | $6,927+167.1% | $5,609+229.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |