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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 | $863,936 | $755,339+14.4% | $379,746+127.5% | $158,966+443.5% |
| Participation rate | 100.0% | 81.8%+18.2pp | 78.4%+21.6pp | 82.0%+18.0pp |
| Annual return | 18.40% | 53.41%-35.0pp | 34.90%-16.5pp | 302.95%-284.5pp |
| Employer contribution / active EE | $3,500 | $4,685-25.3% | $3,540-1.1% | $4,762-26.5% |
| Participant deferral / active EE | $0 | $7,938-100.0% | $6,024-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $14,482-100.0% | $7,927-100.0% | $11,250-100.0% |