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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 | $660,603 | $197,637+234.3% | $177,848+271.4% | $158,982+315.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.12% | 58.77%-50.6pp | 48.33%-40.2pp | 302.99%-294.9pp |
| Employer contribution / active EE | $41,414 | $6,698+518.3% | $5,919+599.7% | $4,763+769.5% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $15,406-100.0% | $12,431-100.0% | $11,252-100.0% |