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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 | $682,704 | $124,298+449.2% | $109,152+525.5% | $167,497+307.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 27.15% | 26.04%+1.1pp | 25.75%+1.4pp | 478.62%-451.5pp |
| Employer contribution / active EE | $31,824 | $4,208+656.3% | $3,722+755.0% | $4,838+557.8% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,653-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $7,971-100.0% | $6,753-100.0% | $12,310-100.0% |