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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 | $300,548 | $197,819+51.9% | $155,789+92.9% | $125,388+139.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -2.41% | 86.73%-89.1pp | 71.54%-73.9pp | 282.24%-284.6pp |
| Employer contribution / active EE | $13,328 | $4,850+174.8% | $3,839+247.2% | $4,866+173.9% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $58 | $9,544-99.4% | $7,477-99.2% | $9,541-99.4% |