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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 | $966,098 | $217,432+344.3% | $185,849+419.8% | $167,536+476.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 25.83% | 148.42%-122.6pp | 122.10%-96.3pp | 478.82%-453.0pp |
| Employer contribution / active EE | $1,250 | $5,875-78.7% | $5,169-75.8% | $4,839-74.2% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |