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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 | $968,564 | $160,070+505.1% | $147,117+558.4% | $145,897+563.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.60% | 98.69%-73.1pp | 420.54%-394.9pp | 552.29%-526.7pp |
| Employer contribution / active EE | $28,667 | $5,285+442.5% | $4,932+481.2% | $4,663+514.8% |
| Participant deferral / active EE | $1,250 | $8,419-85.2% | $8,065-84.5% | $6,689-81.3% |
| Admin fee / account holder | $2 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |