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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 | $341,344 | $185,225+84.3% | $142,898+138.9% | $167,536+103.7% |
| Participation rate | 100.0% | 78.5%+21.5pp | 72.0%+28.0pp | 82.1%+17.9pp |
| Annual return | 12.78% | 8558.12%-8545.3pp | 5639.64%-5626.9pp | 478.82%-466.0pp |
| Employer contribution / active EE | $18,812 | $5,607+235.5% | $4,146+353.8% | $4,839+288.8% |
| Participant deferral / active EE | $0 | $4,496-100.0% | $3,838-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,032-100.0% | $6,560-100.0% | $12,315-100.0% |