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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 | $281,603 | $150,442+87.2% | $136,295+106.6% | $147,585+90.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | -8.36% | 1049.09%-1057.5pp | 5155.97%-5164.3pp | 578.56%-586.9pp |
| Employer contribution / active EE | $9,588 | $5,256+82.4% | $4,695+104.2% | $4,876+96.6% |
| Participant deferral / active EE | $6,000 | $6,630-9.5% | $6,247-4.0% | $5,439+10.3% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |