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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 | $705,696 | $124,175+468.3% | $108,405+551.0% | $167,536+321.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.84% | 1380.13%-1368.3pp | 905.55%-893.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $43,750 | $4,188+944.8% | $3,559+1129.3% | $4,839+804.1% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $9,457-100.0% | $7,297-100.0% | $12,315-100.0% |