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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 | $390,405 | $90,691+330.5% | $76,119+412.9% | $145,884+167.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 22.98% | 624.52%-601.5pp | 361.25%-338.3pp | 551.85%-528.9pp |
| Employer contribution / active EE | $28,500 | $3,329+756.2% | $2,693+958.4% | $4,662+511.3% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $8,383-100.0% | $6,421-100.0% | $13,392-100.0% |