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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 | $1,275,901 | $150,435+748.1% | $120,580+958.1% | $145,897+774.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 14.35% | 154.60%-140.3pp | 107.48%-93.1pp | 552.29%-537.9pp |
| Employer contribution / active EE | $45,556 | $4,352+946.7% | $3,469+1213.1% | $4,663+877.0% |
| Participant deferral / active EE | $0 | $6,174-100.0% | $4,995-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,182-100.0% | $9,418-100.0% | $13,390-100.0% |