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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 | $597,748 | $138,114+332.8% | $125,391+376.7% | $134,545+344.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.44% | 750.88%-768.3pp | 572.41%-589.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $25,000 | $5,246+376.6% | $4,816+419.1% | $4,742+427.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |