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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 | $6,702,557 | $72,426+9154.4% | $67,560+9820.9% | $145,897+4494.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.20% | 7226.78%-7214.6pp | 3533.50%-3521.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $76,500 | $3,074+2388.3% | $2,737+2695.3% | $4,663+1540.7% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,004-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $5,514-100.0% | $3,994-100.0% | $13,390-100.0% |