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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 | $1,274,599 | $105,158+1112.1% | $94,672+1246.3% | $139,487+813.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 15.69% | 38.11%-22.4pp | 156.89%-141.2pp | 373.84%-358.2pp |
| Employer contribution / active EE | $35,381 | $4,107+761.4% | $3,673+863.2% | $4,755+644.1% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,417-100.0% | $6,713-100.0% |
| Admin fee / account holder | $273 | $8,972-97.0% | $7,222-96.2% | $11,407-97.6% |