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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 | $138,068+105.4% | $125,358+126.2% | $134,493+110.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.77% | 750.30%-769.1pp | 572.03%-590.8pp | 418.01%-436.8pp |
| Employer contribution / active EE | $2,250 | $5,244-57.1% | $4,814-53.3% | $4,740-52.5% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $60 | $11,568-99.5% | $10,007-99.4% | $11,425-99.5% |