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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 | $95,959+446.2% | $97,411+438.0% | $138,895+277.3% |
| Participation rate | 93.3% | 81.8%+11.5pp | 80.4%+13.0pp | 79.9%+13.4pp |
| Annual return | 19.99% | 29.30%-9.3pp | 34.72%-14.7pp | 145.39%-125.4pp |
| Employer contribution / active EE | $19,488 | $4,278+355.5% | $4,210+362.9% | $4,194+364.6% |
| Participant deferral / active EE | $0 | $5,876-100.0% | $5,886-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $7,555-100.0% | $7,145-100.0% | $12,562-100.0% |