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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 | $1,630,862 | $149,040+994.2% | $120,225+1256.5% | $137,256+1088.2% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 11.26% | 605.68%-594.4pp | 439.23%-428.0pp | 220.34%-209.1pp |
| Employer contribution / active EE | $70,000 | $4,350+1509.1% | $3,475+1914.1% | $4,156+1584.3% |
| Participant deferral / active EE | $0 | $4,655-100.0% | $3,999-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $6,348-100.0% | $5,696-100.0% | $12,270-100.0% |