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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 | $455,121 | $115,911+292.6% | $100,530+352.7% | $158,950+186.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 15.44% | 34.80%-19.4pp | 30.89%-15.5pp | 302.91%-287.5pp |
| Employer contribution / active EE | $22,800 | $4,104+455.5% | $3,418+567.0% | $4,762+378.8% |
| 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% |