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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 | $1,016,680 | $197,637+414.4% | $177,848+471.7% | $158,982+539.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.33% | 58.77%-51.4pp | 48.33%-41.0pp | 302.99%-295.7pp |
| Employer contribution / active EE | $51,289 | $6,698+665.7% | $5,919+766.6% | $4,763+976.9% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $50 | $15,406-99.7% | $12,431-99.6% | $11,252-99.6% |