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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 | $1,559,528 | $92,707+1582.2% | $82,726+1785.2% | $134,493+1059.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -19.90% | 945.12%-965.0pp | 701.33%-721.2pp | 418.01%-437.9pp |
| Employer contribution / active EE | $23,774 | $3,274+626.2% | $3,009+690.1% | $4,740+401.6% |
| Participant deferral / active EE | $0 | $4,801-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $5,980-100.0% | $5,328-100.0% | $11,425-100.0% |