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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 | $1,111,733 | $216,269+414.1% | $143,788+673.2% | - |
| Participation rate | 0.0% | 60.2%-60.2pp | 80.3%-80.3pp | - |
| Annual return | -47.48% | -15.44%-32.0pp | -0.03%-47.4pp | - |
| Employer contribution / active EE | $0 | $1,888-100.0% | $4,952-100.0% | - |
| Participant deferral / active EE | $0 | $2,498-100.0% | $5,638-100.0% | - |
| Admin fee / account holder | $0 | $36,574-100.0% | $14,675-100.0% | - |