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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 | $305,392 | $169,237+80.5% | $129,339+136.1% | $145,978+109.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.50% | 14364.43%-14345.9pp | 9437.05%-9418.5pp | 550.52%-532.0pp |
| Employer contribution / active EE | $17,250 | $5,540+211.3% | $4,154+315.2% | $4,662+270.0% |
| Participant deferral / active EE | $0 | $4,991-100.0% | $4,170-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,882-100.0% | $7,668-100.0% | $13,400-100.0% |