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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 | $159,978+505.4% | $147,041+558.7% | $145,978+563.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.60% | 98.36%-72.8pp | 419.21%-393.6pp | 550.52%-524.9pp |
| Employer contribution / active EE | $28,667 | $5,288+442.1% | $4,935+480.9% | $4,662+514.9% |
| Participant deferral / active EE | $1,250 | $8,429-85.2% | $8,071-84.5% | $6,690-81.3% |
| Admin fee / account holder | $2 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |