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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 | $1,284,236 | $165,399+676.4% | $149,745+757.6% | $158,982+707.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.55% | 348.34%-328.8pp | 276.72%-257.2pp | 302.99%-283.4pp |
| Employer contribution / active EE | $11,080 | $5,105+117.1% | $4,646+138.5% | $4,763+132.6% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $242 | $10,811-97.8% | $9,312-97.4% | $11,252-97.8% |