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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 | $347,980 | $138,072+152.0% | $123,549+181.7% | $135,382+157.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.50% | 153.69%-156.2pp | 119.20%-121.7pp | 519.77%-522.3pp |
| Employer contribution / active EE | $15,390 | $5,152+198.7% | $4,628+232.5% | $4,779+222.0% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $89 | $10,917-99.2% | $9,284-99.0% | $10,829-99.2% |