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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 | $866,671 | $106,008+717.6% | $92,240+839.6% | $147,586+487.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.69% | 50.05%-39.4pp | 176.29%-165.6pp | 578.59%-567.9pp |
| Employer contribution / active EE | $34,163 | $4,333+688.4% | $3,680+828.4% | $4,876+600.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $0 | $6,333-100.0% | $5,194-100.0% | $10,886-100.0% |