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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 | $315,492 | $108,685+190.3% | $74,719+322.2% | $152,885+106.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -7.06% | 114.09%-121.2pp | 753.05%-760.1pp | 345.39%-352.4pp |
| Employer contribution / active EE | $640 | $1,504-57.4% | $1,084-41.0% | $4,763-86.6% |
| Participant deferral / active EE | $3,200 | $2,712+18.0% | $1,963+63.0% | $5,851-45.3% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |