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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 | $278,509 | $169,161+64.6% | $129,295+115.4% | $145,959+90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -55.36% | 14348.07%-14403.4pp | 9429.28%-9484.6pp | 561.95%-617.3pp |
| Employer contribution / active EE | $22,699 | $5,543+309.5% | $4,157+446.0% | $4,661+387.0% |
| Participant deferral / active EE | $12,667 | $4,989+153.9% | $4,169+203.8% | $6,689+89.4% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |