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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 | $1,561,448 | $169,161+823.1% | $129,295+1107.7% | $145,959+969.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 8.29% | 14348.07%-14339.8pp | 9429.28%-9421.0pp | 561.95%-553.7pp |
| Employer contribution / active EE | $28,600 | $5,543+416.0% | $4,157+588.0% | $4,661+513.6% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,878-100.0% | $7,665-100.0% | $13,398-100.0% |