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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 | $395,681 | $125,237+215.9% | $105,608+274.7% | $145,877+171.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 21.58% | 225.76%-204.2pp | 116.50%-94.9pp | 551.28%-529.7pp |
| Employer contribution / active EE | $15,000 | $3,720+303.2% | $3,167+373.6% | $4,663+221.7% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $17,287-100.0% | $11,028-100.0% | $13,402-100.0% |