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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 | $169,336+80.3% | $129,384+136.0% | $145,884+109.3% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.50% | 14408.70%-14390.2pp | 9461.77%-9443.3pp | 551.85%-533.3pp |
| Employer contribution / active EE | $17,250 | $5,540+211.4% | $4,153+315.3% | $4,662+270.0% |
| Participant deferral / active EE | $0 | $4,985-100.0% | $4,166-100.0% | $6,690-100.0% |
| Admin fee / account holder | $0 | $9,912-100.0% | $7,686-100.0% | $13,392-100.0% |