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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 | $941,405 | $154,754+508.3% | $124,206+657.9% | $138,895+577.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 12.09% | 709.28%-697.2pp | 515.27%-503.2pp | 145.39%-133.3pp |
| Employer contribution / active EE | $10,000 | $4,446+124.9% | $3,540+182.5% | $4,194+138.4% |
| Participant deferral / active EE | $0 | $4,621-100.0% | $3,968-100.0% | $6,396-100.0% |
| Admin fee / account holder | $33 | $6,690-99.5% | $5,929-99.5% | $12,562-99.7% |