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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 | $1,389,648 | $156,970+785.3% | $121,210+1046.5% | $139,487+896.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 18.24% | 1477.10%-1458.9pp | 987.41%-969.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $30,240 | $5,546+445.3% | $4,171+625.0% | $4,755+536.0% |
| Participant deferral / active EE | $0 | $4,849-100.0% | $4,084-100.0% | $6,713-100.0% |
| Admin fee / account holder | $13 | $6,947-99.8% | $5,647-99.8% | $11,407-99.9% |