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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 | $252,888 | $137,414+84.0% | $189,517+33.4% | $85,854+194.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 39.31% | 38.14%+1.2pp | 555.19%-515.9pp | 318.56%-279.3pp |
| Employer contribution / active EE | $11,910 | $4,344+174.1% | $6,162+93.3% | $2,565+364.3% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,221-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2 | $8,630-100.0% | $12,045-100.0% | $6,260-100.0% |