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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 | $1,372,250 | $217,432+531.1% | $185,851+638.4% | $167,553+719.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 22.13% | 148.43%-126.3pp | 122.11%-100.0pp | 478.89%-456.8pp |
| Employer contribution / active EE | $20,000 | $5,874+240.5% | $5,168+287.0% | $4,840+313.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $75 | $19,820-99.6% | $16,245-99.5% | $12,316-99.4% |