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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 | $374,923 | $169,237+121.5% | $129,339+189.9% | $145,978+156.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.72% | 14364.43%-14352.7pp | 9437.05%-9425.3pp | 550.52%-538.8pp |
| Employer contribution / active EE | $34,425 | $5,540+521.3% | $4,154+728.7% | $4,662+638.4% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5 | $9,882-99.9% | $7,668-99.9% | $13,400-100.0% |