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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 | $1,073,607 | $157,304+582.5% | $141,197+660.4% | $152,909+602.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.28% | 64.34%-39.1pp | 71.41%-46.1pp | 345.46%-320.2pp |
| Employer contribution / active EE | $64,750 | $5,263+1130.4% | $4,736+1267.1% | $4,764+1259.2% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |