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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 | $314,024 | $138,114+127.4% | $125,391+150.4% | $134,545+133.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.83% | 750.88%-761.7pp | 572.41%-583.2pp | 418.37%-429.2pp |
| Employer contribution / active EE | $41,822 | $5,246+697.2% | $4,816+768.5% | $4,742+782.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $33 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |