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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 | $600,948 | $474,542+26.6% | $618,045-2.8% | $474,542+26.6% |
| Participation rate | 100.0% | 87.2%+12.8pp | 83.3%+16.7pp | 87.2%+12.8pp |
| Annual return | 0.05% | 7.51%-7.5pp | 0.08%0pp | 7.51%-7.5pp |
| Employer contribution / active EE | $116,439 | $27,752+319.6% | $57,466+102.6% | $27,752+319.6% |
| Participant deferral / active EE | $0 | $6,403-100.0% | $0 | $6,403-100.0% |
| Admin fee / account holder | $0 | $6,133-100.0% | $1,065-100.0% | $6,133-100.0% |