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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 | $690,517 | $140,592+391.1% | $123,106+460.9% | $125,388+450.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 1.90% | 16.80%-14.9pp | 13.22%-11.3pp | 282.24%-280.3pp |
| Employer contribution / active EE | $26,000 | $6,041+330.4% | $5,151+404.8% | $4,866+434.3% |
| Participant deferral / active EE | $1,835 | $6,980-73.7% | $6,229-70.5% | $5,352-65.7% |
| Admin fee / account holder | $0 | $11,198-100.0% | $9,015-100.0% | $9,541-100.0% |