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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 | $317,548 | $150,442+111.1% | $136,295+133.0% | $147,585+115.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 11.00% | 1049.09%-1038.1pp | 5155.97%-5145.0pp | 578.56%-567.6pp |
| Employer contribution / active EE | $23,278 | $5,256+342.9% | $4,695+395.7% | $4,876+377.4% |
| Participant deferral / active EE | $390 | $6,630-94.1% | $6,247-93.8% | $5,439-92.8% |
| Admin fee / account holder | $0 | $10,905-100.0% | $9,243-100.0% | $10,885-100.0% |