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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 | $357,355 | $138,102+158.8% | $125,381+185.0% | $134,532+165.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -5.54% | 750.73%-756.3pp | 572.31%-577.8pp | 418.27%-423.8pp |
| Employer contribution / active EE | $17,524 | $5,245+234.1% | $4,815+263.9% | $4,741+269.6% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $8 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |