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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 | $752,843 | $110,337+582.3% | $102,383+635.3% | $145,877+416.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 43.99% | 24.83%+19.2pp | 24.94%+19.1pp | 551.28%-507.3pp |
| Employer contribution / active EE | $12,338 | $4,216+192.7% | $3,870+218.8% | $4,663+164.6% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,391-100.0% | $13,402-100.0% |