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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 | $738,220 | $169,361+335.9% | $129,397+470.5% | $145,877+406.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 21.34% | 14395.54%-14374.2pp | 9453.98%-9432.6pp | 551.28%-529.9pp |
| Employer contribution / active EE | $34,500 | $5,542+522.6% | $4,154+730.5% | $4,663+639.9% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |