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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 | $576,641 | $169,361+240.5% | $129,397+345.6% | $145,877+295.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -13.51% | 14395.54%-14409.1pp | 9453.98%-9467.5pp | 551.28%-564.8pp |
| Employer contribution / active EE | $4,372 | $5,542-21.1% | $4,154+5.2% | $4,663-6.2% |
| Participant deferral / active EE | $4,410 | $4,987-11.6% | $4,167+5.8% | $6,691-34.1% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |