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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 | $949,240 | $176,105+439.0% | $159,474+495.2% | $167,536+466.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.60% | 331.91%-312.3pp | 263.68%-244.1pp | 478.82%-459.2pp |
| Employer contribution / active EE | $24,020 | $5,299+353.3% | $4,831+397.2% | $4,839+396.4% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |