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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 | $524,116 | $123,898+323.0% | $116,538+349.7% | $155,188+237.7% |
| Participation rate | 93.3% | 83.7%+9.6pp | 82.6%+10.7pp | 80.8%+12.5pp |
| Annual return | 19.99% | 16.04%+4.0pp | 17.97%+2.0pp | 148.84%-128.9pp |
| Employer contribution / active EE | $19,488 | $4,739+311.2% | $4,541+329.1% | $4,248+358.8% |
| Participant deferral / active EE | $0 | $6,400-100.0% | $6,207-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $9,174-100.0% | $8,737-100.0% | $14,480-100.0% |