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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 | $355,084 | $182,442+94.6% | $163,379+117.3% | $138,895+155.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | -82.12% | 72.74%-154.9pp | 63.41%-145.5pp | 145.39%-227.5pp |
| Employer contribution / active EE | $18,000 | $4,159+332.8% | $3,752+379.7% | $4,194+329.2% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |