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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 | $1,173,763 | $196,972+495.9% | $182,262+544.0% | $198,609+491.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.50% | 158.27%-142.8pp | 140.60%-125.1pp | 202.70%-187.2pp |
| Employer contribution / active EE | $51,494 | $5,364+860.1% | $5,046+920.5% | $5,055+918.6% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |