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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 | $354,805 | $100,895+251.7% | $90,430+292.4% | $158,950+123.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -29.63% | 1725.54%-1755.2pp | 1293.73%-1323.4pp | 302.91%-332.5pp |
| Employer contribution / active EE | $550 | $3,689-85.1% | $3,262-83.1% | $4,762-88.5% |
| Participant deferral / active EE | $0 | $4,347-100.0% | $3,963-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,505-100.0% | $5,613-100.0% | $11,248-100.0% |