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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 | $1,133,144 | $176,402+542.4% | $134,162+744.6% | $158,982+612.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.78% | 63.66%-46.9pp | 36.35%-19.6pp | 302.99%-286.2pp |
| Employer contribution / active EE | $18,973 | $5,042+276.3% | $3,705+412.1% | $4,763+298.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $8,719-100.0% | $6,685-100.0% | $11,252-100.0% |