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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 | $493,025 | $92,743+431.6% | $82,744+495.8% | $134,532+266.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | 312.68% | 946.63%-633.9pp | 702.22%-389.5pp | 418.27%-105.6pp |
| Employer contribution / active EE | $509 | $3,273-84.4% | $3,008-83.1% | $4,741-89.3% |
| Participant deferral / active EE | $665 | $4,802-86.2% | $4,395-84.9% | $6,401-89.6% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |