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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 | $601,168 | $175,259+243.0% | $149,723+301.5% | $139,487+331.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.42% | 166.82%-145.4pp | 134.50%-113.1pp | 373.84%-352.4pp |
| Employer contribution / active EE | $19,069 | $5,478+248.1% | $4,821+295.5% | $4,755+301.1% |
| Participant deferral / active EE | $1,662 | $6,522-74.5% | $5,682-70.8% | $6,713-75.2% |
| Admin fee / account holder | $11 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |