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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 | $507,685 | $88,707+472.3% | $74,184+584.4% | $273,972+85.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 500.60% | 11.94%+488.7pp | 17.74%+482.9pp | 41.46%+459.1pp |
| Employer contribution / active EE | $1,500 | $3,159-52.5% | $2,370-36.7% | $4,869-69.2% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $0 | $8,717-100.0% | $5,586-100.0% | $10,133-100.0% |