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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 | $1,252,382 | $217,427+476.0% | $185,837+573.9% | $167,518+647.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.22% | 148.39%-139.2pp | 122.08%-112.9pp | 478.71%-469.5pp |
| Employer contribution / active EE | $40,084 | $5,874+582.4% | $5,168+675.6% | $4,838+728.4% |
| Participant deferral / active EE | $2,167 | $6,357-65.9% | $5,568-61.1% | $6,342-65.8% |
| Admin fee / account holder | $41 | $19,816-99.8% | $16,241-99.7% | $12,312-99.7% |