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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 | $1,802,322 | $198,457+808.2% | $170,435+957.5% | $147,586+1121.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.48% | 257.30%-235.8pp | 205.94%-184.5pp | 578.59%-557.1pp |
| Employer contribution / active EE | $36,000 | $6,183+482.2% | $5,432+562.7% | $4,876+638.3% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |