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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 | $1,059,811 | $156,963+575.2% | $121,204+774.4% | $139,466+659.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 35.75% | 1476.75%-1441.0pp | 987.18%-951.4pp | 373.66%-337.9pp |
| Employer contribution / active EE | $25,000 | $5,544+350.9% | $4,170+499.6% | $4,754+425.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $6,953-100.0% | $5,651-100.0% | $11,409-100.0% |