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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 | $858,426 | $148,623+477.6% | $135,974+531.3% | $139,466+515.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.01% | 79.30%-55.3pp | 68.30%-44.3pp | 373.66%-349.7pp |
| Employer contribution / active EE | $12,375 | $5,246+135.9% | $4,859+154.7% | $4,754+160.3% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |