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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 | $1,370,192 | $102,696+1234.2% | $86,235+1488.9% | $139,487+882.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 24.33% | 1925.91%-1901.6pp | 1170.03%-1145.7pp | 373.84%-349.5pp |
| Employer contribution / active EE | $22,587 | $3,034+644.5% | $2,381+848.6% | $4,755+375.1% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $8,667-100.0% | $6,856-100.0% | $11,407-100.0% |