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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 | $1,718,684 | $181,062+849.2% | $158,223+986.2% | $155,188+1007.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 14.82% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $25,970 | $4,565+468.9% | $4,109+532.1% | $4,248+511.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $17 | $18,825-99.9% | $16,047-99.9% | $14,480-99.9% |