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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 | $337,702 | $201,344+67.7% | $184,243+83.3% | $145,877+131.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.90% | 29.01%-4.1pp | 28.82%-3.9pp | 551.28%-526.4pp |
| Employer contribution / active EE | $46,667 | $7,022+564.5% | $6,427+626.1% | $4,663+900.8% |
| Participant deferral / active EE | $0 | $9,807-100.0% | $9,132-100.0% | $6,691-100.0% |
| Admin fee / account holder | $10 | $16,382-99.9% | $13,914-99.9% | $13,402-99.9% |