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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 | $1,589,542 | $152,587+941.7% | $125,175+1169.9% | $152,870+939.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 27.25% | 54.84%-27.6pp | 43.79%-16.5pp | 345.34%-318.1pp |
| Employer contribution / active EE | $22,500 | $4,946+354.9% | $3,865+482.1% | $4,763+372.4% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,597-100.0% |