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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 | $560,873 | $138,102+306.1% | $125,381+347.3% | $134,532+316.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -3.47% | 750.73%-754.2pp | 572.31%-575.8pp | 418.27%-421.7pp |
| Employer contribution / active EE | $23,077 | $5,245+339.9% | $4,815+379.2% | $4,741+386.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |