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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 | $618,788 | $144,130+329.3% | $117,861+425.0% | $147,586+319.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 20.52% | 531.20%-510.7pp | 335.11%-314.6pp | 578.59%-558.1pp |
| Employer contribution / active EE | $16,101 | $4,897+228.8% | $3,786+325.2% | $4,876+230.2% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $10,887-100.0% | $8,021-100.0% | $10,886-100.0% |