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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 | $1,971,640 | $185,312+964.0% | $161,489+1120.9% | $154,746+1174.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 25.54% | 103.84%-78.3pp | 89.72%-64.2pp | 172.34%-146.8pp |
| Employer contribution / active EE | $23,563 | $4,769+394.1% | $4,268+452.0% | $4,379+438.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $84 | $18,654-99.5% | $16,006-99.5% | $14,365-99.4% |