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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 | $325,876 | $134,817+141.7% | $123,973+162.9% | $155,188+110.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 20.25% | 515.49%-495.2pp | 388.13%-367.9pp | 148.84%-128.6pp |
| Employer contribution / active EE | $16,635 | $4,425+275.9% | $4,126+303.2% | $4,248+291.6% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25 | $13,245-99.8% | $11,799-99.8% | $14,480-99.8% |