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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 | $169,356+125.1% | $129,406+194.6% | $145,897+161.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.44% | 14418.62%-14389.2pp | 9468.18%-9438.7pp | 552.29%-522.8pp |
| Employer contribution / active EE | $51,714 | $5,542+833.1% | $4,155+1144.5% | $4,663+1009.1% |
| Participant deferral / active EE | $125 | $4,987-97.5% | $4,167-97.0% | $6,689-98.1% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |