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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 | $2,605,148 | $202,440+1186.9% | $169,390+1438.0% | $139,466+1767.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 42.74% | 532.36%-489.6pp | 406.07%-363.3pp | 373.66%-330.9pp |
| Employer contribution / active EE | $37,631 | $4,693+701.9% | $4,013+837.8% | $4,754+691.6% |
| Participant deferral / active EE | $0 | $6,940-100.0% | $6,222-100.0% | $6,712-100.0% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |