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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 | $908,611 | $227,399+299.6% | $189,758+378.8% | $198,609+357.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.22% | 61.03%-45.8pp | 52.62%-37.4pp | 202.70%-187.5pp |
| Employer contribution / active EE | $13,251 | $5,526+139.8% | $4,767+178.0% | $5,055+162.1% |
| Participant deferral / active EE | $1,250 | $6,837-81.7% | $5,856-78.7% | $6,977-82.1% |
| Admin fee / account holder | $0 | $25,162-100.0% | $20,388-100.0% | $19,030-100.0% |