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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 | $2,776,882 | $72,465+3732.0% | $67,575+4009.3% | $145,884+1803.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 10.83% | 7222.56%-7211.7pp | 3528.98%-3518.1pp | 551.85%-541.0pp |
| Employer contribution / active EE | $6,000 | $3,074+95.2% | $2,736+119.3% | $4,662+28.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $5,515-100.0% | $3,993-100.0% | $13,392-100.0% |