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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 | $1,076,309 | $167,522+542.5% | $151,639+609.8% | $134,532+700.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.84% | 7.81%-7.0pp | 3.34%-2.5pp | 418.27%-417.4pp |
| Employer contribution / active EE | $1,525 | $6,828-77.7% | $6,165-75.3% | $4,741-67.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $13,780-100.0% | $11,613-100.0% | $11,429-100.0% |