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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 | $169,237+125.3% | $129,339+194.8% | $145,978+161.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 29.44% | 14364.43%-14335.0pp | 9437.05%-9407.6pp | 550.52%-521.1pp |
| Employer contribution / active EE | $51,714 | $5,540+833.4% | $4,154+1144.8% | $4,662+1009.3% |
| Participant deferral / active EE | $125 | $4,991-97.5% | $4,170-97.0% | $6,690-98.1% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |