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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 | $725,921 | $99,668+628.3% | $86,451+739.7% | $134,545+439.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -38.64% | 6789.61%-6828.2pp | 4398.51%-4437.1pp | 418.37%-457.0pp |
| Employer contribution / active EE | $22,215 | $4,403+404.6% | $3,770+489.3% | $4,742+368.5% |
| Participant deferral / active EE | $17,326 | $7,249+139.0% | $6,953+149.2% | $6,401+170.7% |
| Admin fee / account holder | $1 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |