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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 | $709,015 | $107,368+560.4% | $92,915+663.1% | $152,909+363.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 16.22% | 145.64%-129.4pp | 109.45%-93.2pp | 345.46%-329.2pp |
| Employer contribution / active EE | $28,516 | $4,222+575.3% | $3,653+680.5% | $4,764+498.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $74 | $7,082-99.0% | $5,796-98.7% | $11,601-99.4% |