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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 | $169,161+80.5% | $129,295+136.2% | $145,959+109.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 18.50% | 14348.07%-14329.6pp | 9429.28%-9410.8pp | 561.95%-543.4pp |
| Employer contribution / active EE | $17,250 | $5,543+211.2% | $4,157+315.0% | $4,661+270.1% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |