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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 | $1,532,629 | $227,291+574.3% | $214,702+613.8% | $155,188+887.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 8.94% | 60.08%-51.1pp | 54.55%-45.6pp | 148.84%-139.9pp |
| Employer contribution / active EE | $35,005 | $6,772+416.9% | $6,461+441.8% | $4,248+724.1% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |