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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 | $1,349,440 | $107,941+1150.2% | $91,994+1366.9% | $152,909+782.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 18.82% | 89.28%-70.5pp | 69.04%-50.2pp | 345.46%-326.6pp |
| Employer contribution / active EE | $3,549 | $4,212-15.7% | $3,453+2.8% | $4,764-25.5% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $10,521-100.0% | $7,744-100.0% | $11,601-100.0% |