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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 | $1,326,321 | $185,905+613.4% | $170,057+679.9% | $139,487+850.9% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.32% | 60.56%-42.2pp | 53.42%-35.1pp | 373.84%-355.5pp |
| Employer contribution / active EE | $22,000 | $7,597+189.6% | $6,790+224.0% | $4,755+362.7% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |