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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 | $679,512 | $67,372+908.6% | $60,906+1015.7% | $134,532+405.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.66% | 50.05%-63.7pp | 16.94%-30.6pp | 418.27%-431.9pp |
| Employer contribution / active EE | $3,750 | $3,099+21.0% | $2,703+38.7% | $4,741-20.9% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $162 | $4,588-96.5% | $3,227-95.0% | $11,429-98.6% |