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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 | $738,507 | $160,040+361.5% | $147,096+402.1% | $145,877+406.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.10% | 98.49%-63.4pp | 419.75%-384.7pp | 551.28%-516.2pp |
| Employer contribution / active EE | $16,833 | $5,289+218.2% | $4,936+241.0% | $4,663+261.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |