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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 | $389,663 | $150,447+159.0% | $136,298+185.9% | $147,586+164.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.81% | 1049.15%-1031.3pp | 5156.27%-5138.5pp | 578.59%-560.8pp |
| Employer contribution / active EE | $19,910 | $5,256+278.8% | $4,696+324.0% | $4,876+308.3% |
| Participant deferral / active EE | $1,490 | $6,631-77.5% | $6,247-76.1% | $5,439-72.6% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |