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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 | $1,484,066 | $171,492+765.4% | $150,734+884.6% | $198,609+647.2% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 10.96% | 804.70%-793.7pp | 600.81%-589.8pp | 202.70%-191.7pp |
| Employer contribution / active EE | $70,000 | $5,470+1179.7% | $4,918+1323.3% | $5,055+1284.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |