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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 | $739,753 | $254,759+190.4% | $216,567+241.6% | $198,609+272.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 9.37% | 10.04%-0.7pp | 12.94%-3.6pp | 202.70%-193.3pp |
| Employer contribution / active EE | $18,586 | $6,096+204.9% | $5,216+256.3% | $5,055+267.6% |
| Participant deferral / active EE | $0 | $6,948-100.0% | $6,191-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $26,311-100.0% | $21,981-100.0% | $19,030-100.0% |