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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 | $382,095 | $104,116+267.0% | $71,089+437.5% | $135,380+182.2% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.6%+45.4pp | 82.6%+17.4pp |
| Annual return | -7.34% | 1256.51%-1263.8pp | 650.65%-658.0pp | 519.81%-527.1pp |
| Employer contribution / active EE | $29,589 | $1,485+1892.6% | $1,088+2620.3% | $4,779+519.2% |
| Participant deferral / active EE | $0 | $2,524-100.0% | $1,873-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |