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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 | $1,302,477 | $165,351+687.7% | $149,710+770.0% | $158,931+719.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 29.53% | 348.19%-318.7pp | 276.63%-247.1pp | 302.86%-273.3pp |
| Employer contribution / active EE | $15,000 | $5,103+193.9% | $4,645+223.0% | $4,761+215.0% |
| Participant deferral / active EE | $0 | $7,181-100.0% | $6,842-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |