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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 | $2,062,357 | $169,356+1117.8% | $129,406+1493.7% | $145,897+1313.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.21% | 14418.62%-14401.4pp | 9468.18%-9451.0pp | 552.29%-535.1pp |
| Employer contribution / active EE | $25,139 | $5,542+353.6% | $4,155+505.0% | $4,663+439.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $9,915-100.0% | $7,689-100.0% | $13,390-100.0% |