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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 | $2,282,510 | $162,821+1301.8% | $133,978+1603.6% | $158,982+1335.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 83.26% | 41.95%+41.3pp | 45.10%+38.2pp | 302.99%-219.7pp |
| Employer contribution / active EE | $30,795 | $4,976+518.8% | $3,919+685.8% | $4,763+546.6% |
| Participant deferral / active EE | $1,500 | $5,910-74.6% | $5,047-70.3% | $5,983-74.9% |
| Admin fee / account holder | $63 | $11,742-99.5% | $8,930-99.3% | $11,252-99.4% |