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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 | $436,542 | $95,979+354.8% | $74,551+485.6% | $135,380+222.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 15.46% | 56.97%-41.5pp | 32.53%-17.1pp | 519.81%-504.3pp |
| Employer contribution / active EE | $10,570 | $2,716+289.1% | $1,961+439.0% | $4,779+121.2% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |