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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 | $363,345 | $104,544+247.6% | $76,657+374.0% | $152,897+137.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 12.53% | 1014.36%-1001.8pp | 1166.74%-1154.2pp | 345.43%-332.9pp |
| Employer contribution / active EE | $312 | $3,118-90.0% | $2,303-86.4% | $4,764-93.5% |
| Participant deferral / active EE | $520 | $4,236-87.7% | $3,335-84.4% | $5,851-91.1% |
| Admin fee / account holder | $0 | $12,286-100.0% | $6,423-100.0% | $11,599-100.0% |