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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 | $673,514 | $115,911+481.1% | $100,530+570.0% | $158,950+323.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 7.90% | 34.80%-26.9pp | 30.89%-23.0pp | 302.91%-295.0pp |
| Employer contribution / active EE | $32,000 | $4,104+679.7% | $3,418+836.2% | $4,762+572.0% |
| Participant deferral / active EE | $0 | $6,676-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,999-100.0% | $8,083-100.0% | $11,248-100.0% |