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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 | $641,824 | $97,732+556.7% | $83,831+665.6% | $135,380+374.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.98% | 1287.56%-1289.5pp | 850.99%-853.0pp | 519.81%-521.8pp |
| Employer contribution / active EE | $49,198 | $4,222+1065.3% | $3,631+1254.9% | $4,779+929.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |