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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 | $488,513 | $228,395+113.9% | $185,861+162.8% | $158,982+207.3% |
| Participation rate | 0.0% | 82.3%-82.3pp | 78.0%-78.0pp | 82.0%-82.0pp |
| Annual return | -61.43% | 40.82%-102.2pp | 35.96%-97.4pp | 302.99%-364.4pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $6,417-100.0% | $5,634-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $11,869-100.0% | $9,503-100.0% | $11,252-100.0% |