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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 | $746,652 | $167,362+346.1% | $143,799+419.2% | $134,532+455.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -1.62% | 0.47%-2.1pp | -0.04%-1.6pp | 418.27%-419.9pp |
| Employer contribution / active EE | $3,505 | $5,620-37.6% | $4,952-29.2% | $4,741-26.1% |
| Participant deferral / active EE | $272 | $6,447-95.8% | $5,638-95.2% | $6,401-95.8% |
| Admin fee / account holder | $0 | $18,094-100.0% | $14,677-100.0% | $11,429-100.0% |