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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 | $621,022 | $140,578+341.8% | $100,671+516.9% | $125,389+395.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 70.7%+29.3pp | 83.2%+16.8pp |
| Annual return | 138.43% | 24.67%+113.8pp | 20.43%+118.0pp | 282.24%-143.8pp |
| Employer contribution / active EE | $29,000 | $5,965+386.1% | $4,012+622.8% | $4,866+496.0% |
| Participant deferral / active EE | $0 | $3,981-100.0% | $3,144-100.0% | $5,352-100.0% |
| Admin fee / account holder | $0 | $6,716-100.0% | $4,850-100.0% | $9,541-100.0% |