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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 | $1,309,425 | $155,833+740.3% | $124,693+950.1% | $167,536+681.6% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 14.74% | 17.98%-3.2pp | 5144.19%-5129.5pp | 478.82%-464.1pp |
| Employer contribution / active EE | $36,749 | $4,164+782.4% | $3,324+1005.5% | $4,839+659.4% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |