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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 | $470,078 | $213,785+119.9% | $185,441+153.5% | $155,188+202.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 8.54% | 19.97%-11.4pp | 20.16%-11.6pp | 148.84%-140.3pp |
| Employer contribution / active EE | $29,353 | $5,393+444.3% | $4,672+528.2% | $4,248+591.0% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $21,134-100.0% | $17,890-100.0% | $14,480-100.0% |