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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 | $354,845 | $198,470+78.8% | $170,444+108.2% | $147,585+140.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.49% | 257.30%-238.8pp | 205.94%-187.4pp | 578.56%-560.1pp |
| Employer contribution / active EE | $16,204 | $6,184+162.0% | $5,433+198.3% | $4,876+232.3% |
| Participant deferral / active EE | $652 | $5,629-88.4% | $4,939-86.8% | $5,439-88.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,885-100.0% |