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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 | $1,100,561 | $142,426+672.7% | $115,167+855.6% | $152,909+619.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.5%+17.5pp |
| Annual return | 28.42% | 41.48%-13.1pp | 35.60%-7.2pp | 345.46%-317.0pp |
| Employer contribution / active EE | $21,645 | $4,011+439.7% | $3,179+580.8% | $4,764+354.4% |
| Participant deferral / active EE | $0 | $5,165-100.0% | $4,169-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $8,464-100.0% | $7,089-100.0% | $11,601-100.0% |