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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 | $620,385 | $135,956+356.3% | $123,894+400.7% | $273,972+126.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 7.87% | 56.63%-48.8pp | 47.52%-39.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $14,626 | $5,170+182.9% | $4,617+216.8% | $4,869+200.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $132 | $9,817-98.7% | $8,357-98.4% | $10,133-98.7% |