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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 | $1,054,331 | $201,370+423.6% | $184,256+472.2% | $145,897+622.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.85% | 29.05%-13.2pp | 28.85%-13.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $69,000 | $7,024+882.4% | $6,427+973.6% | $4,663+1379.9% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13 | $16,364-99.9% | $13,899-99.9% | $13,390-99.9% |