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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 | $381,289 | $169,361+125.1% | $129,397+194.7% | $145,877+161.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.44% | 14395.54%-14366.1pp | 9453.98%-9424.5pp | 551.28%-521.8pp |
| Employer contribution / active EE | $51,714 | $5,542+833.2% | $4,154+1144.8% | $4,663+1009.0% |
| Participant deferral / active EE | $125 | $4,987-97.5% | $4,167-97.0% | $6,691-98.1% |
| Admin fee / account holder | $0 | $9,903-100.0% | $7,679-100.0% | $13,402-100.0% |