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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 | $1,871,971 | $96,630+1837.3% | $86,605+2061.5% | $139,427+1242.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 19.48% | 106.48%-87.0pp | 591.39%-571.9pp | 373.27%-353.8pp |
| Employer contribution / active EE | $30,000 | $3,264+819.1% | $3,023+892.4% | $4,752+531.4% |
| Participant deferral / active EE | $0 | $4,836-100.0% | $4,438-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,405-100.0% | $5,611-100.0% | $11,404-100.0% |