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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 | $383,084 | $88,778+331.5% | $81,844+368.1% | $145,884+162.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 20.04% | 1033.03%-1013.0pp | 778.87%-758.8pp | 551.85%-531.8pp |
| Employer contribution / active EE | $34,551 | $3,087+1019.2% | $2,916+1084.7% | $4,662+641.1% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14 | $8,430-99.8% | $7,355-99.8% | $13,392-99.9% |