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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 | $13,284,721 | $148,629+8838.2% | $135,982+9669.5% | $139,487+9424.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 73.27% | 79.33%-6.1pp | 68.32%+4.9pp | 373.84%-300.6pp |
| Employer contribution / active EE | $40,800 | $5,247+677.7% | $4,859+739.7% | $4,755+758.1% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |