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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 | $508,240 | $99,668+409.9% | $86,451+487.9% | $134,545+277.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.69% | 6789.61%-6803.3pp | 4398.51%-4412.2pp | 418.37%-432.1pp |
| Employer contribution / active EE | $30,500 | $4,403+592.7% | $3,770+709.0% | $4,742+543.2% |
| Participant deferral / active EE | $0 | $7,249-100.0% | $6,953-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |