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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 | $1,374,007 | $88,710+1448.9% | $81,783+1580.1% | $145,959+841.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 10.80% | 1027.26%-1016.5pp | 775.05%-764.2pp | 561.95%-551.1pp |
| Employer contribution / active EE | $18,300 | $3,083+493.5% | $2,913+528.3% | $4,661+292.6% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $290 | $8,407-96.5% | $7,380-96.1% | $13,398-97.8% |