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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 | $296,317 | $112,099+164.3% | $95,954+208.8% | $158,931+86.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.93% | 171.12%-163.2pp | 91.62%-83.7pp | 302.86%-294.9pp |
| Employer contribution / active EE | $16,667 | $3,198+421.1% | $2,541+555.9% | $4,761+250.0% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,132-100.0% | $6,796-100.0% | $11,247-100.0% |