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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 | $1,555,540 | $183,516+747.6% | $155,534+900.1% | $145,884+966.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 44.99% | 61.43%-16.4pp | 64.92%-19.9pp | 551.85%-506.9pp |
| Employer contribution / active EE | $23,562 | $5,315+343.3% | $4,675+404.0% | $4,662+405.4% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $170 | $19,293-99.1% | $15,900-98.9% | $13,392-98.7% |