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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 | $270,138 | $121,656+122.0% | $104,614+158.2% | $158,950+70.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 24.46% | 465.51%-441.1pp | 340.56%-316.1pp | 302.91%-278.5pp |
| Employer contribution / active EE | $4,960 | $3,164+56.8% | $2,681+85.0% | $4,762+4.2% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $7,775-100.0% | $6,464-100.0% | $11,248-100.0% |