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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 | $835,386 | $169,361+393.3% | $129,397+545.6% | $145,877+472.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.97% | 14395.54%-14382.6pp | 9453.98%-9441.0pp | 551.28%-538.3pp |
| Employer contribution / active EE | $10,000 | $5,542+80.5% | $4,154+140.7% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $33 | $9,903-99.7% | $7,679-99.6% | $13,402-99.8% |