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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 | $496,081 | $152,597+225.1% | $117,533+322.1% | $134,532+268.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -23.18% | 53.04%-76.2pp | 29.77%-53.0pp | 418.27%-441.4pp |
| Employer contribution / active EE | $19,589 | $5,576+251.3% | $4,179+368.7% | $4,741+313.2% |
| Participant deferral / active EE | $13,500 | $4,821+180.0% | $4,072+231.5% | $6,401+110.9% |
| Admin fee / account holder | $0 | $7,007-100.0% | $5,647-100.0% | $11,429-100.0% |