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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 | $280,558 | $180,462+55.5% | $154,111+82.0% | $135,379+107.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.92% | 888.17%-894.1pp | 735.18%-741.1pp | 519.79%-525.7pp |
| Employer contribution / active EE | $15,572 | $6,036+158.0% | $5,298+193.9% | $4,779+225.8% |
| Participant deferral / active EE | $721 | $5,806-87.6% | $5,081-85.8% | $5,609-87.2% |
| Admin fee / account holder | $210 | $16,145-98.7% | $13,411-98.4% | $10,828-98.1% |