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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 | $287,711 | $180,466+59.4% | $154,114+86.7% | $135,382+112.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 0.75% | 888.15%-887.4pp | 735.16%-734.4pp | 519.77%-519.0pp |
| Employer contribution / active EE | $15,550 | $6,035+157.6% | $5,298+193.5% | $4,779+225.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |