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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 | $4,183,411 | $180,749+2214.5% | $160,784+2501.9% | $137,256+2947.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 15.88% | 2234.46%-2218.6pp | 1803.92%-1788.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $46,250 | $4,155+1013.1% | $3,733+1139.0% | $4,156+1012.8% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |