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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 | $936,455 | $183,539+410.2% | $155,556+502.0% | $145,897+541.9% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.4pp | 80.3%+11.4pp |
| Annual return | 20.26% | 61.31%-41.0pp | 64.84%-44.6pp | 552.29%-532.0pp |
| Employer contribution / active EE | $2,762 | $5,315-48.0% | $4,675-40.9% | $4,663-40.8% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $252 | $19,275-98.7% | $15,885-98.4% | $13,390-98.1% |