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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 | $185,312+390.3% | $161,489+462.6% | $154,746+487.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.22% | 103.84%-88.6pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $13,251 | $4,769+177.8% | $4,268+210.4% | $4,379+202.6% |
| Participant deferral / active EE | $1,250 | $6,350-80.3% | $5,630-77.8% | $6,730-81.4% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |