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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 | $500,619 | $165,399+202.7% | $149,745+234.3% | $158,982+214.9% |
| Participation rate | 92.9% | 84.6%+8.3pp | 82.5%+10.4pp | 82.0%+10.9pp |
| Annual return | 11.90% | 348.34%-336.4pp | 276.72%-264.8pp | 302.99%-291.1pp |
| Employer contribution / active EE | $25,058 | $5,105+390.9% | $4,646+439.4% | $4,763+426.1% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $227 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |