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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 | $258,717 | $78,694+228.8% | $67,653+282.4% | $125,388+106.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 1227.97% | 9.46%+1218.5pp | 6625.22%-5397.2pp | 282.24%+945.7pp |
| Employer contribution / active EE | $19,277 | $3,044+533.3% | $2,266+750.9% | $4,866+296.1% |
| Participant deferral / active EE | $1,198 | $4,292-72.1% | $3,560-66.4% | $5,352-77.6% |
| Admin fee / account holder | $0 | $7,403-100.0% | $4,821-100.0% | $9,541-100.0% |