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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 | $411,470 | $282,363+45.7% | $125,864+226.9% | $282,363+45.7% |
| Participation rate | 100.0% | 81.3%+18.7pp | 100.0%0pp | 81.3%+18.7pp |
| Annual return | 10.36% | 12.99%-2.6pp | 8.67%+1.7pp | 12.99%-2.6pp |
| Employer contribution / active EE | $13,333 | $11,682+14.1% | $4,881+173.1% | $11,682+14.1% |
| Participant deferral / active EE | $0 | $6,051-100.0% | $3,129-100.0% | $6,051-100.0% |
| Admin fee / account holder | $0 | $27,645-100.0% | $154-100.0% | $27,645-100.0% |