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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 | $635,487 | $167,030+280.5% | $135,768+368.1% | $155,188+309.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | -83.03% | 678.39%-761.4pp | 526.10%-609.1pp | 148.84%-231.9pp |
| Employer contribution / active EE | $1,257 | $4,132-69.6% | $3,394-63.0% | $4,248-70.4% |
| Participant deferral / active EE | $1,493 | $4,528-67.0% | $3,977-62.5% | $6,531-77.1% |
| Admin fee / account holder | $0 | $8,172-100.0% | $7,048-100.0% | $14,480-100.0% |