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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 | $418,096 | $171,492+143.8% | $150,734+177.4% | $198,609+110.5% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 15.33% | 804.70%-789.4pp | 600.81%-585.5pp | 202.70%-187.4pp |
| Employer contribution / active EE | $39,935 | $5,470+630.1% | $4,918+712.0% | $5,055+689.9% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $20 | $17,628-99.9% | $14,905-99.9% | $19,030-99.9% |