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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 | $1,228,514 | $152,542+705.4% | $117,498+945.6% | $134,509+813.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.44% | 53.02%-66.5pp | 29.75%-43.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $21,453 | $5,574+284.9% | $4,178+413.5% | $4,741+352.5% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |