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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 | $365,357 | $150,447+142.8% | $136,298+168.1% | $147,586+147.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 30.49% | 1049.15%-1018.7pp | 5156.27%-5125.8pp | 578.59%-548.1pp |
| Employer contribution / active EE | $19,500 | $5,256+271.0% | $4,696+315.3% | $4,876+299.9% |
| Participant deferral / active EE | $1,500 | $6,631-77.4% | $6,247-76.0% | $5,439-72.4% |
| Admin fee / account holder | $0 | $10,906-100.0% | $9,244-100.0% | $10,886-100.0% |