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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 | $620,806 | $95,979+546.8% | $74,551+732.7% | $135,380+358.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.10% | 56.97%-64.1pp | 32.53%-39.6pp | 519.81%-526.9pp |
| Employer contribution / active EE | $15,023 | $2,716+453.1% | $1,961+666.1% | $4,779+214.4% |
| Participant deferral / active EE | $0 | $3,844-100.0% | $3,108-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |