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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 | $911,310 | $110,379+725.6% | $102,412+789.8% | $145,884+524.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 68.57% | 24.84%+43.7pp | 24.94%+43.6pp | 551.85%-483.3pp |
| Employer contribution / active EE | $56,668 | $4,216+1244.1% | $3,870+1364.3% | $4,662+1115.4% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |