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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 | $907,606 | $587,889+54.4% | $403,265+125.1% | $587,889+54.4% |
| Participation rate | 100.0% | 87.9%+12.1pp | 98.3%+1.7pp | 87.9%+12.1pp |
| Annual return | 6.08% | 19.70%-13.6pp | 1.23%+4.9pp | 19.70%-13.6pp |
| Employer contribution / active EE | $25,502 | $21,263+19.9% | $14,440+76.6% | $21,263+19.9% |
| Participant deferral / active EE | $0 | $8,361-100.0% | $5,577-100.0% | $8,361-100.0% |
| Admin fee / account holder | $0 | $49,457-100.0% | $3,446-100.0% | $49,457-100.0% |