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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 | $270,474 | $99,011+173.2% | $86,582+212.4% | $147,586+83.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.96% | 1312.75%-1297.8pp | 965.08%-950.1pp | 578.59%-563.6pp |
| Employer contribution / active EE | $8,307 | $3,132+165.2% | $2,839+192.6% | $4,876+70.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $21 | $5,709-99.6% | $4,904-99.6% | $10,886-99.8% |