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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 | $129,737+222.3% | $119,126+251.0% | $154,746+170.2% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 15.33% | 379.08%-363.8pp | 282.11%-266.8pp | 172.34%-157.0pp |
| Employer contribution / active EE | $39,935 | $4,375+812.8% | $4,034+890.1% | $4,379+812.0% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20 | $11,961-99.8% | $10,693-99.8% | $14,365-99.9% |