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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 | $7,594,233 | $68,097+11052.0% | $62,929+11968.0% | $137,256+5432.9% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.15% | 1859.11%-1847.0pp | 1063.93%-1051.8pp | 220.34%-208.2pp |
| Employer contribution / active EE | $77,500 | $2,811+2656.9% | $2,505+2994.4% | $4,156+1764.8% |
| Participant deferral / active EE | $0 | $4,553-100.0% | $3,888-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,521-100.0% | $5,065-100.0% | $12,270-100.0% |