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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 | $474,547 | $111,814+324.4% | $93,654+406.7% | $145,959+225.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 14.70% | 203.30%-188.6pp | 133.34%-118.6pp | 561.95%-547.2pp |
| Employer contribution / active EE | $13,586 | $3,092+339.5% | $2,421+461.2% | $4,661+191.5% |
| Participant deferral / active EE | $0 | $4,914-100.0% | $4,413-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |