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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 | $1,831,646 | $199,109+819.9% | $173,730+954.3% | $154,746+1083.6% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 9.64% | 20.02%-10.4pp | 19.96%-10.3pp | 172.34%-162.7pp |
| Employer contribution / active EE | $16,667 | $5,311+213.8% | $4,577+264.1% | $4,379+280.6% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $144 | $20,916-99.3% | $17,523-99.2% | $14,365-99.0% |