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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 | $291,788 | $92,743+214.6% | $82,744+252.6% | $134,532+116.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.36% | 946.63%-971.0pp | 702.22%-726.6pp | 418.27%-442.6pp |
| Employer contribution / active EE | $8,132 | $3,273+148.5% | $3,008+170.3% | $4,741+71.5% |
| Participant deferral / active EE | $2,200 | $4,802-54.2% | $4,395-49.9% | $6,401-65.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |