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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 | $1,468,124 | $183,516+700.0% | $155,534+843.9% | $145,884+906.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 61.43%-48.4pp | 64.92%-51.8pp | 551.85%-538.8pp |
| Employer contribution / active EE | $4,727 | $5,315-11.1% | $4,675+1.1% | $4,662+1.4% |
| Participant deferral / active EE | $273 | $6,467-95.8% | $5,630-95.2% | $6,690-95.9% |
| Admin fee / account holder | $233 | $19,293-98.8% | $15,900-98.5% | $13,392-98.3% |