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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 | $304,828 | $108,685+180.5% | $74,719+308.0% | $152,885+99.4% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | -11.94% | 114.09%-126.0pp | 753.05%-765.0pp | 345.39%-357.3pp |
| Employer contribution / active EE | $0 | $1,504-100.0% | $1,084-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $0 | $2,712-100.0% | $1,963-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $4,905-100.0% | $3,334-100.0% | $11,598-100.0% |