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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 | $2,342,820 | $157,276+1389.6% | $141,177+1559.5% | $152,885+1432.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.65% | 64.33%-36.7pp | 71.40%-43.8pp | 345.39%-317.7pp |
| Employer contribution / active EE | $55,000 | $5,262+945.3% | $4,736+1061.4% | $4,763+1054.7% |
| Participant deferral / active EE | $0 | $7,110-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |