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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 | $1,028,989 | $175,231+487.2% | $149,696+587.4% | $139,466+637.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.88% | 166.77%-150.9pp | 134.46%-118.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $44,013 | $5,478+703.5% | $4,821+813.0% | $4,754+825.8% |
| Participant deferral / active EE | $1,563 | $6,521-76.0% | $5,682-72.5% | $6,712-76.7% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |