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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 | $4,824,904 | $228,317+2013.2% | $185,808+2496.7% | $158,931+2935.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 38.12% | 40.81%-2.7pp | 35.95%+2.2pp | 302.86%-264.7pp |
| Employer contribution / active EE | $25,000 | $4,964+403.6% | $4,086+511.9% | $4,761+425.1% |
| Participant deferral / active EE | $0 | $6,415-100.0% | $5,632-100.0% | $5,982-100.0% |
| Admin fee / account holder | $0 | $11,865-100.0% | $9,501-100.0% | $11,247-100.0% |