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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 | $1,091,547 | $154,228+607.8% | $145,433+650.6% | $137,256+695.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.07% | 74.59%-55.5pp | 66.58%-47.5pp | 220.34%-201.3pp |
| Employer contribution / active EE | $40,085 | $4,804+734.4% | $4,554+780.1% | $4,156+864.5% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $60 | $14,344-99.6% | $13,129-99.5% | $12,270-99.5% |