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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 | $258,880 | $180,459+43.5% | $154,108+68.0% | $135,380+91.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.15% | 888.21%-889.4pp | 735.21%-736.4pp | 519.81%-521.0pp |
| Employer contribution / active EE | $2,101 | $6,035-65.2% | $5,298-60.3% | $4,779-56.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |