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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 | $1,760,706 | $123,854+1321.6% | $69,623+2428.9% | $145,884+1106.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.4%+33.6pp | 80.3%+19.7pp |
| Annual return | 16.92% | 192.35%-175.4pp | 101.23%-84.3pp | 551.85%-534.9pp |
| Employer contribution / active EE | $25,000 | $2,673+835.2% | $1,709+1362.9% | $4,662+436.2% |
| Participant deferral / active EE | $0 | $4,242-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1 | $7,822-100.0% | $4,696-100.0% | $13,392-100.0% |