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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 | $515,323 | $159,934+222.2% | $147,005+250.5% | $145,959+253.1% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 73.61% | 98.24%-24.6pp | 418.76%-345.2pp | 561.95%-488.3pp |
| Employer contribution / active EE | $14,121 | $5,287+167.1% | $4,934+186.2% | $4,661+203.0% |
| Participant deferral / active EE | $0 | $8,427-100.0% | $8,070-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |