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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 | $290,938 | $135,639+114.5% | $110,241+163.9% | $135,382+114.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 6.11% | 513.21%-507.1pp | 314.75%-308.6pp | 519.77%-513.7pp |
| Employer contribution / active EE | $55,000 | $4,907+1020.9% | $3,827+1337.3% | $4,779+1050.9% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $11,457-100.0% | $8,548-100.0% | $10,829-100.0% |