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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 | $92,798+464.8% | $96,707+442.0% | $137,256+281.9% |
| Participation rate | 93.3% | 81.6%+11.7pp | 80.4%+13.0pp | 80.0%+13.4pp |
| Annual return | 19.99% | 31.24%-11.3pp | 34.78%-14.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $19,488 | $4,147+369.9% | $4,191+365.0% | $4,156+368.9% |
| Participant deferral / active EE | $0 | $5,877-100.0% | $5,997-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $7,946-100.0% | $7,503-100.0% | $12,270-100.0% |