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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 | $265,979 | $155,833+70.7% | $124,693+113.3% | $167,536+58.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 18.97% | 17.98%+1.0pp | 5144.19%-5125.2pp | 478.82%-459.8pp |
| Employer contribution / active EE | $2,342 | $4,164-43.8% | $3,324-29.6% | $4,839-51.6% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $10 | $9,534-99.9% | $7,494-99.9% | $12,315-99.9% |