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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 | $362,299 | $144,124+151.4% | $117,857+207.4% | $147,585+145.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.91% | 531.17%-515.3pp | 335.09%-319.2pp | 578.57%-562.7pp |
| Employer contribution / active EE | $30,744 | $4,897+527.9% | $3,786+712.0% | $4,876+530.5% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |