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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 | $445,998 | $76,519+482.9% | $56,025+696.1% | $145,897+205.7% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.52% | 3017.03%-3011.5pp | 1712.69%-1707.2pp | 552.29%-546.8pp |
| Employer contribution / active EE | $650 | $1,383-53.0% | $1,042-37.6% | $4,663-86.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $3,331-100.0% | $2,828-100.0% | $13,390-100.0% |