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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 | $903,134 | $201,259+348.7% | $184,200+390.3% | $145,959+518.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 28.77% | 28.98%-0.2pp | 28.80%0pp | 561.95%-533.2pp |
| Employer contribution / active EE | $21,351 | $7,018+204.2% | $6,424+232.4% | $4,661+358.1% |
| Participant deferral / active EE | $847 | $9,806-91.4% | $9,132-90.7% | $6,689-87.3% |
| Admin fee / account holder | $2 | $16,372-100.0% | $13,907-100.0% | $13,398-100.0% |