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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 | $520,907 | $67,823+668.0% | $52,425+893.6% | $137,256+279.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | -7.33% | 219.11%-226.4pp | 302.12%-309.5pp | 220.34%-227.7pp |
| Employer contribution / active EE | $1,000 | $1,163-14.0% | $914+9.4% | $4,156-75.9% |
| Participant deferral / active EE | $0 | $2,288-100.0% | $1,790-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $2,844-100.0% | $2,495-100.0% | $12,270-100.0% |