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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 | $401,152 | $183,539+118.6% | $155,556+157.9% | $145,897+175.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $31,228 | $5,315+487.5% | $4,675+567.9% | $4,663+569.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $60 | $19,275-99.7% | $15,885-99.6% | $13,390-99.6% |