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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 | $1,395,453 | $121,656+1047.0% | $104,614+1233.9% | $158,950+777.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.27% | 465.51%-451.2pp | 340.56%-326.3pp | 302.91%-288.6pp |
| Employer contribution / active EE | $4,000 | $3,164+26.4% | $2,681+49.2% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $54 | $7,775-99.3% | $6,464-99.2% | $11,248-99.5% |