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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 | $1,272,808 | $109,411+1063.3% | $89,435+1323.2% | $158,982+700.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 9.58% | 345.68%-336.1pp | 245.55%-236.0pp | 302.99%-293.4pp |
| Employer contribution / active EE | $25,260 | $3,173+696.2% | $2,587+876.4% | $4,763+430.4% |
| Participant deferral / active EE | $0 | $4,600-100.0% | $3,890-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |