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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 | $935,979 | $144,130+549.4% | $117,861+694.1% | $147,586+534.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.99% | 531.20%-515.2pp | 335.11%-319.1pp | 578.59%-562.6pp |
| Employer contribution / active EE | $32,606 | $4,897+565.8% | $3,786+761.1% | $4,876+568.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |