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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 | $396,857 | $138,076+187.4% | $123,553+221.2% | $135,380+193.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.71% | 153.70%-168.4pp | 119.21%-133.9pp | 519.81%-534.5pp |
| Employer contribution / active EE | $35,217 | $5,152+583.6% | $4,628+660.9% | $4,779+636.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |