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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 | $390,526 | $157,296+148.3% | $141,191+176.6% | $152,897+155.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 49.49% | 64.34%-14.9pp | 71.41%-21.9pp | 345.43%-295.9pp |
| Employer contribution / active EE | $15,500 | $5,262+194.6% | $4,736+227.3% | $4,764+225.4% |
| Participant deferral / active EE | $1,000 | $7,111-85.9% | $6,710-85.1% | $5,851-82.9% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |