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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 | $847,745 | $175,212+383.8% | $149,682+466.4% | $139,427+508.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.78% | 166.63%-139.9pp | 134.35%-107.6pp | 373.27%-346.5pp |
| Employer contribution / active EE | $36,880 | $5,475+573.6% | $4,818+665.4% | $4,752+676.2% |
| Participant deferral / active EE | $1,250 | $6,520-80.8% | $5,681-78.0% | $6,711-81.4% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,404-100.0% |