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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 | $1,105,683 | $199,109+455.3% | $173,730+536.4% | $154,746+614.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 12.74% | 20.02%-7.3pp | 19.96%-7.2pp | 172.34%-159.6pp |
| Employer contribution / active EE | $37,743 | $5,311+610.6% | $4,577+724.5% | $4,379+761.9% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $20,916-100.0% | $17,523-100.0% | $14,365-100.0% |