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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 | $5,042,898 | $67,396+7382.5% | $60,919+8178.0% | $134,545+3648.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.02% | 50.12%-65.1pp | 16.96%-32.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $67,500 | $3,101+2076.7% | $2,704+2396.5% | $4,742+1323.6% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |