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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 | $276,714 | $88,585+212.4% | $69,884+296.0% | $134,532+105.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -6.05% | 442.80%-448.9pp | 190.81%-196.9pp | 418.27%-424.3pp |
| Employer contribution / active EE | $13,000 | $3,235+301.9% | $2,560+407.8% | $4,741+174.2% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |