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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 | $575,354 | $138,114+316.6% | $125,391+358.8% | $134,545+327.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.07% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $6,151 | $5,246+17.3% | $4,816+27.7% | $4,742+29.7% |
| Participant deferral / active EE | $1,733 | $7,801-77.8% | $7,448-76.7% | $6,401-72.9% |
| Admin fee / account holder | $32 | $11,570-99.7% | $10,009-99.7% | $11,431-99.7% |