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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 | $448,033 | $209,336+114.0% | $197,124+127.3% | $137,256+226.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 17.91% | 48.09%-30.2pp | 44.34%-26.4pp | 220.34%-202.4pp |
| Employer contribution / active EE | $47,333 | $6,591+618.2% | $6,227+660.1% | $4,156+1038.9% |
| Participant deferral / active EE | $2,500 | $9,614-74.0% | $9,135-72.6% | $6,407-61.0% |
| Admin fee / account holder | $12 | $17,308-99.9% | $16,298-99.9% | $12,270-99.9% |