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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 | $2,282,963 | $152,542+1396.6% | $117,498+1843.0% | $134,509+1597.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.49% | 53.02%-65.5pp | 29.75%-42.2pp | 418.13%-430.6pp |
| Employer contribution / active EE | $39,745 | $5,574+613.0% | $4,178+851.3% | $4,741+738.4% |
| Participant deferral / active EE | $0 | $4,819-100.0% | $4,071-100.0% | $6,400-100.0% |
| Admin fee / account holder | $114 | $7,006-98.4% | $5,646-98.0% | $11,427-99.0% |