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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 | $386,697 | $160,059+141.6% | $140,019+176.2% | $135,379+185.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.40% | 911.44%-915.8pp | 651.15%-655.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $17,500 | $6,420+172.6% | $5,605+212.2% | $4,779+266.2% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |