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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 | $1,315,548 | $118,877+1006.6% | $96,570+1262.3% | $167,536+685.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.91% | 50.50%-27.6pp | 37.79%-14.9pp | 478.82%-455.9pp |
| Employer contribution / active EE | $17,708 | $3,121+467.4% | $2,357+651.2% | $4,839+265.9% |
| Participant deferral / active EE | $0 | $4,617-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $8,069-100.0% | $6,182-100.0% | $12,315-100.0% |