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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 | $462,201 | $167,533+175.9% | $151,645+204.8% | $134,545+243.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -5.65% | 7.81%-13.5pp | 3.34%-9.0pp | 418.37%-424.0pp |
| Employer contribution / active EE | $18,300 | $6,828+168.0% | $6,165+196.8% | $4,742+285.9% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $37 | $13,781-99.7% | $11,614-99.7% | $11,431-99.7% |