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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 | $76,368+9844.2% | $67,681+11120.6% | $154,746+4807.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 12.15% | 1066.77%-1054.6pp | 590.58%-578.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $77,500 | $3,151+2359.3% | $2,678+2793.6% | $4,379+1669.8% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $8,559-100.0% | $6,100-100.0% | $14,365-100.0% |