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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 | $1,275,771 | $201,372+533.5% | $184,260+592.4% | $145,884+774.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.43% | 29.04%-18.6pp | 28.84%-18.4pp | 551.85%-541.4pp |
| Employer contribution / active EE | $62,544 | $7,024+790.5% | $6,427+873.1% | $4,662+1241.5% |
| Participant deferral / active EE | $0 | $9,808-100.0% | $9,133-100.0% | $6,690-100.0% |
| Admin fee / account holder | $155 | $16,362-99.1% | $13,898-98.9% | $13,392-98.8% |