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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 | $824,273 | $212,386+288.1% | $199,883+312.4% | $138,895+493.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 13.52% | 47.75%-34.2pp | 43.81%-30.3pp | 145.39%-131.9pp |
| Employer contribution / active EE | $28,482 | $6,625+329.9% | $6,261+354.9% | $4,194+579.1% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $18,233-100.0% | $17,268-100.0% | $12,562-100.0% |