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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 | $550,231 | $73,518+648.4% | $63,005+773.3% | $147,585+272.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.12% | 175.46%-162.3pp | 87.59%-74.5pp | 578.58%-565.5pp |
| Employer contribution / active EE | $11,156 | $3,322+235.8% | $2,760+304.2% | $4,876+128.8% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $5,952-100.0% | $3,599-100.0% | $10,886-100.0% |