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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 | $486,977 | $217,432+124.0% | $185,851+162.0% | $167,553+190.6% |
| Participation rate | 80.0% | 86.1%-6.1pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 9.97% | 148.43%-138.5pp | 122.11%-112.1pp | 478.89%-468.9pp |
| Employer contribution / active EE | $12,834 | $5,874+118.5% | $5,168+148.3% | $4,840+165.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $10 | $19,820-99.9% | $16,245-99.9% | $12,316-99.9% |