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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 | $918,965 | $211,224+335.1% | $178,505+414.8% | $145,897+529.9% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.99% | 30.28%-15.3pp | 27.16%-12.2pp | 552.29%-537.3pp |
| Employer contribution / active EE | $14,500 | $4,577+216.8% | $3,955+266.6% | $4,663+211.0% |
| Participant deferral / active EE | $0 | $6,966-100.0% | $6,280-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $12,109-100.0% | $10,428-100.0% | $13,390-100.0% |