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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 | $487,741 | $125,778+287.8% | $114,563+325.7% | $154,746+215.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 15.77% | 295.14%-279.4pp | 241.09%-225.3pp | 172.34%-156.6pp |
| Employer contribution / active EE | $2,012 | $2,806-28.3% | $2,592-22.4% | $4,379-54.1% |
| Participant deferral / active EE | $0 | $4,445-100.0% | $4,142-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |