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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 | $279,631 | $165,399+69.1% | $149,745+86.7% | $158,982+75.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.86% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $33,507 | $5,105+556.4% | $4,646+621.3% | $4,763+603.5% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $33 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |