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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 | $283,550 | $138,114+105.3% | $125,391+126.1% | $134,545+110.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.1pp |
| Employer contribution / active EE | $2,250 | $5,246-57.1% | $4,816-53.3% | $4,742-52.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $60 | $11,570-99.5% | $10,009-99.4% | $11,431-99.5% |