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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 | $1,161,606 | $156,897+640.4% | $121,147+858.8% | $139,427+733.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 24.08% | 1475.10%-1451.0pp | 986.30%-962.2pp | 373.27%-349.2pp |
| Employer contribution / active EE | $3,497 | $5,539-36.9% | $4,166-16.1% | $4,752-26.4% |
| Participant deferral / active EE | $0 | $4,846-100.0% | $4,081-100.0% | $6,711-100.0% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,646-100.0% | $11,404-100.0% |