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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 | $1,854,581 | $156,398+1085.8% | $147,318+1158.9% | $138,895+1235.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.92% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,057 | $4,853-57.6% | $4,593-55.2% | $4,194-50.9% |
| Participant deferral / active EE | $1,047 | $8,237-87.3% | $7,906-86.8% | $6,396-83.6% |
| Admin fee / account holder | $0 | $14,976-100.0% | $13,708-100.0% | $12,562-100.0% |