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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 | $169,237+64.6% | $129,339+115.3% | $145,978+90.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | -55.36% | 14364.43%-14419.8pp | 9437.05%-9492.4pp | 550.52%-605.9pp |
| Employer contribution / active EE | $22,699 | $5,540+309.7% | $4,154+446.4% | $4,662+386.9% |
| Participant deferral / active EE | $12,667 | $4,991+153.8% | $4,170+203.8% | $6,690+89.3% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |