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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 | $302,810 | $150,446+101.3% | $136,297+122.2% | $147,585+105.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 316.71% | 1049.14%-732.4pp | 5156.19%-4839.5pp | 578.58%-261.9pp |
| Employer contribution / active EE | $29,105 | $5,256+453.7% | $4,696+519.8% | $4,876+496.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $6 | $10,906-99.9% | $9,244-99.9% | $10,886-99.9% |