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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 | $250,891 | $138,072+81.7% | $123,549+103.1% | $135,382+85.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.20% | 153.69%-155.9pp | 119.20%-121.4pp | 519.77%-522.0pp |
| Employer contribution / active EE | $2,964 | $5,152-42.5% | $4,628-36.0% | $4,779-38.0% |
| Participant deferral / active EE | $1,870 | $6,799-72.5% | $6,426-70.9% | $5,609-66.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |