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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 | $444,216 | $173,397+156.2% | $135,987+226.7% | $145,978+204.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | -24.97% | 1165.22%-1190.2pp | 579.77%-604.7pp | 550.52%-575.5pp |
| Employer contribution / active EE | $0 | $5,281-100.0% | $4,214-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $8,710-100.0% | $7,027-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,663-100.0% | $6,716-100.0% | $13,400-100.0% |