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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 | $739,396 | $115,901+538.0% | $100,525+635.5% | $158,931+365.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 14.67% | 34.80%-20.1pp | 30.89%-16.2pp | 302.86%-288.2pp |
| Employer contribution / active EE | $23,035 | $4,104+461.3% | $3,418+574.0% | $4,761+383.8% |
| Participant deferral / active EE | $1,816 | $6,675-72.8% | $6,270-71.0% | $5,982-69.6% |
| Admin fee / account holder | $0 | $10,998-100.0% | $8,082-100.0% | $11,247-100.0% |