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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 | $960,344 | $183,539+423.2% | $155,556+517.4% | $145,897+558.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.18% | 61.31%-45.1pp | 64.84%-48.7pp | 552.29%-536.1pp |
| Employer contribution / active EE | $1,370 | $5,315-74.2% | $4,675-70.7% | $4,663-70.6% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |