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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 | $549,846 | $123,412+345.5% | $69,460+691.6% | $145,978+276.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 0.00% | 191.25%-191.2pp | 100.80%-100.8pp | 550.52%-550.5pp |
| Employer contribution / active EE | $15,992 | $2,684+495.9% | $1,714+833.0% | $4,662+243.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $7,816-100.0% | $4,695-100.0% | $13,400-100.0% |