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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 | $404,749 | $154,193+162.5% | $130,045+211.2% | $139,466+190.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 22.73% | 32.51%-9.8pp | -137.30%+160.0pp | 373.66%-350.9pp |
| Employer contribution / active EE | $17,030 | $5,292+221.8% | $4,321+294.1% | $4,754+258.2% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $5,820-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $13,989-100.0% | $10,600-100.0% | $11,409-100.0% |