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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 | $2,285,921 | $180,459+1166.7% | $154,108+1383.3% | $135,380+1588.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 17.71% | 888.21%-870.5pp | 735.21%-717.5pp | 519.81%-502.1pp |
| Employer contribution / active EE | $25,433 | $6,035+321.4% | $5,298+380.1% | $4,779+432.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |