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Participant contribution per participant 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 | $315,855 | $73,518+329.6% | $63,005+401.3% | $147,585+114.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 21.44% | 175.46%-154.0pp | 87.59%-66.2pp | 578.58%-557.1pp |
| Employer contribution / active EE | $2,124 | $3,322-36.1% | $2,760-23.1% | $4,876-56.5% |
| Participant deferral / active EE | $650 | $4,183-84.5% | $3,329-80.5% | $5,439-88.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |