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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 | $776,986 | $166,131+367.7% | $164,975+371.0% | $145,877+432.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 113.76% | 100.37%+13.4pp | 70.12%+43.6pp | 551.28%-437.5pp |
| Employer contribution / active EE | $7,500 | $5,276+42.2% | $4,343+72.7% | $4,663+60.8% |
| Participant deferral / active EE | $924 | $6,962-86.7% | $6,033-84.7% | $6,691-86.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |